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Nations Financial Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Nations Financial Group’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
-142,651
Closed -$7.68M – 534
2022
Q1 		$7.68M Buy
142,651
+107,911
+311% +$5.71M 0.92% 18
2021
Q4 		$1.93M Buy
+34,740
New +$1.86M 0.25% 92

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

Nations Financial Group's CSM Position: Q2 2022 in Review

Nations Financial Group sold out of ProShares Large Cap Core Plus (CSM) in Q2 2022, closing a stake of 142,651 shares — an estimated $7.68M sold.

Nations Financial Group first reported a position in CSM in Q4 2021 and held it in 2 quarters. The position peaked at $7.68M in Q1 2022. 86 funds tracked by Wall St. Rank hold CSM as of Q2 2022.

  • Nations Financial Group reported no remaining ProShares Large Cap Core Plus position as of Q2 2022 after selling out during the quarter.
  • Nations Financial Group sold 142,651 ProShares Large Cap Core Plus shares in Q2 2022, an estimated $7.68M.
  • Nations Financial Group first reported a position in ProShares Large Cap Core Plus in Q4 2021 and held it in 2 quarters.
  • Nations Financial Group's ProShares Large Cap Core Plus position peaked at $7.68M in Q1 2022.
  • 86 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2022.

Based on Nations Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.