FGC
CNS icon

Financial Gravity Companies’s Cohen & Steers CNS Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$2.96K Hold
32
– – ﹤0.01% 719
2024
Q3 		$3.07K Buy
+32
New +$2.72K ﹤0.01% 456

Other funds holding CNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Financial Gravity Companies's CNS Position: Q4 2024 in Review

Financial Gravity Companies held its Cohen & Steers (CNS) position steady in Q4 2024 at 32 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Financial Gravity Companies first reported a position in CNS in Q3 2024 and has held it in 2 quarters since. The position peaked at $3.07K in Q3 2024. 280 funds tracked by Wall St. Rank hold CNS as of Q4 2024.

  • Financial Gravity Companies held 32 shares of Cohen & Steers worth $2.96K as of Q4 2024.
  • Financial Gravity Companies left its Cohen & Steers share count unchanged in Q4 2024.
  • Cohen & Steers made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #719 holding.
  • Financial Gravity Companies first reported a position in Cohen & Steers in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Cohen & Steers position peaked at $3.07K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.