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San Luis Wealth Advisors’s Cognizant CTSH Stock Holding History

San Luis Wealth Advisors’s Portfolio CTSH Stock Details CTSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,338
Closed -$805K – 90
2023
Q2 		$805K Sell
12,338
-1,886
-13% -$117K 0.28% 83
2023
Q1 		$867K Buy
+14,224
New +$891K 0.33% 79

Other funds holding CTSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

San Luis Wealth Advisors's CTSH Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Cognizant (CTSH) in Q3 2023, closing a stake of 12,338 shares — an estimated $805K sold.

San Luis Wealth Advisors first reported a position in CTSH in Q1 2023 and held it in 2 quarters. The position peaked at $867K in Q1 2023. 851 funds tracked by Wall St. Rank hold CTSH as of Q3 2023.

  • San Luis Wealth Advisors reported no remaining Cognizant position as of Q3 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 12,338 Cognizant shares in Q3 2023, an estimated $805K.
  • San Luis Wealth Advisors first reported a position in Cognizant in Q1 2023 and held it in 2 quarters.
  • San Luis Wealth Advisors's Cognizant position peaked at $867K in Q1 2023.
  • 851 funds tracked by Wall St. Rank held Cognizant as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.