JWA
CNS icon

JFS Wealth Advisors’s Cohen & Steers CNS Stock Holding History

JFS Wealth 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
Q2 		$2.44K Buy
32
+13
+68% +$919 ﹤0.01% 1546
2026
Q1 		$1.19K Buy
19
+6
+46% +$391 ﹤0.01% 1638
2025
Q4 		$817 Buy
13
+5
+63% +$325 ﹤0.01% 1738
2025
Q3 		$525 Sell
8
-1
-11% -$73 ﹤0.01% 1754
2025
Q2 		$679 Sell
9
-15
-63% -$1.15K ﹤0.01% 1642
2025
Q1 		$1.93K Sell
24
-1
-4% -$85 ﹤0.01% 1484
2024
Q4 		$2.31K Hold
25
– – ﹤0.01% 1415
2024
Q3 		$2.4K Buy
25
+3
+14% +$255 ﹤0.01% 1407
2024
Q2 		$1.6K Buy
22
+5
+29% +$355 ﹤0.01% 1520
2024
Q1 		$1.31K Buy
17
+4
+31% +$286 ﹤0.01% 1583
2023
Q4 		$985 Hold
13
– – ﹤0.01% 1663
2023
Q3 		$815 Sell
13
-7
-35% -$443 ﹤0.01% 1643
2023
Q2 		$1.16K Hold
20
– – ﹤0.01% 1561
2023
Q1 		$1.28K Sell
20
-1
-5% -$70 ﹤0.01% 1512
2022
Q4 		$1.36K Sell
21
-1
-5% -$63 ﹤0.01% 1514
2022
Q3 		$1K Sell
22
-9
-29% -$644 ﹤0.01% 1513
2022
Q2 		$2K Buy
31
+17
+121% +$1.29K ﹤0.01% 1295
2022
Q1 		$1K Buy
14
+6
+75% +$497 ﹤0.01% 1604
2021
Q4 		$1K Buy
+8
New +$741 ﹤0.01% 1300

Other funds holding CNS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return