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MassMutual Private Wealth & Trust’s ProShares Large Cap Core Plus CSM Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-778
Closed -$43K – 1538
2021
Q4 		$43K Buy
+778
New +$41.6K ﹤0.01% 500

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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's CSM Position: Q1 2022 in Review

MassMutual Private Wealth & Trust sold out of ProShares Large Cap Core Plus (CSM) in Q1 2022, closing a stake of 778 shares — an estimated $43K sold.

MassMutual Private Wealth & Trust first reported a position in CSM in Q4 2021 and held it in 1 quarter. The position peaked at $43K in Q4 2021. 93 funds tracked by Wall St. Rank hold CSM as of Q1 2022.

  • MassMutual Private Wealth & Trust reported no remaining ProShares Large Cap Core Plus position as of Q1 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 778 ProShares Large Cap Core Plus shares in Q1 2022, an estimated $43K.
  • MassMutual Private Wealth & Trust first reported a position in ProShares Large Cap Core Plus in Q4 2021 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's ProShares Large Cap Core Plus position peaked at $43K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2022, filed 8 Apr 2022.