CA
CNS icon

Crewe Advisors’s Cohen & Steers CNS Stock Holding History

Crewe Advisors’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.07K Hold
129
– – ﹤0.01% 688
2025
Q4 		$8.1K Hold
129
– – ﹤0.01% 658
2025
Q3 		$8.46K Buy
+129
New +$9.45K ﹤0.01% 657
2024
Q3 		– Sell
-192
Closed -$13.9K – 767
2024
Q2 		$13.9K Buy
192
+142
+284% +$10.1K ﹤0.01% 619
2024
Q1 		$3.85K Buy
+50
New +$3.57K ﹤0.01% 778
2023
Q2 		– Sell
-233
Closed -$14.9K – 899
2023
Q1 		$14.9K Hold
233
– – ﹤0.01% 483
2022
Q4 		$15K Hold
233
– – ﹤0.01% 470
2022
Q3 		$15K Hold
233
– – ﹤0.01% 543
2022
Q2 		$15K Buy
+233
New +$17.6K ﹤0.01% 488

Other funds holding CNS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return