GGS
CSM icon

Galvin Gaustad & Stein’s ProShares Large Cap Core Plus CSM Stock Holding History

Galvin Gaustad & Stein’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,950
Closed -$266K – 167
2022
Q1 		$266K Buy
+4,950
New +$262K 0.02% 147

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Galvin Gaustad & Stein's CSM Position: Q2 2022 in Review

Galvin Gaustad & Stein sold out of ProShares Large Cap Core Plus (CSM) in Q2 2022, closing a stake of 4,950 shares — an estimated $266K sold.

Galvin Gaustad & Stein first reported a position in CSM in Q1 2022 and held it in 1 quarter. The position peaked at $266K in Q1 2022. 86 funds tracked by Wall St. Rank hold CSM as of Q2 2022.

  • Galvin Gaustad & Stein reported no remaining ProShares Large Cap Core Plus position as of Q2 2022 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 4,950 ProShares Large Cap Core Plus shares in Q2 2022, an estimated $266K.
  • Galvin Gaustad & Stein first reported a position in ProShares Large Cap Core Plus in Q1 2022 and held it in 1 quarter.
  • Galvin Gaustad & Stein's ProShares Large Cap Core Plus position peaked at $266K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2022.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2022, filed 22 Jul 2022.