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Laidlaw Wealth Management’s Cohen & Steers CNS Stock Holding History

Laidlaw Wealth Management’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
2021
Q3 		– Sell
-2,568
Closed -$211K – 261
2021
Q2 		$211K Buy
+2,568
New +$185K 0.05% 241

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laidlaw Wealth Management's CNS Position: Q3 2021 in Review

Laidlaw Wealth Management sold out of Cohen & Steers (CNS) in Q3 2021, closing a stake of 2,568 shares — an estimated $211K sold.

Laidlaw Wealth Management first reported a position in CNS in Q2 2021 and held it in 1 quarter. The position peaked at $211K in Q2 2021. 197 funds tracked by Wall St. Rank hold CNS as of Q3 2021.

  • Laidlaw Wealth Management reported no remaining Cohen & Steers position as of Q3 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,568 Cohen & Steers shares in Q3 2021, an estimated $211K.
  • Laidlaw Wealth Management first reported a position in Cohen & Steers in Q2 2021 and held it in 1 quarter.
  • Laidlaw Wealth Management's Cohen & Steers position peaked at $211K in Q2 2021.
  • 197 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2021.

Based on Laidlaw Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.