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Snowden Capital Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Snowden Capital Advisors’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
-1,492
Closed -$83K – 1259
2021
Q4 		$83K Buy
+1,492
New +$79.8K ﹤0.01% 895

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

Snowden Capital Advisors's CSM Position: Q1 2022 in Review

Snowden Capital Advisors sold out of ProShares Large Cap Core Plus (CSM) in Q1 2022, closing a stake of 1,492 shares — an estimated $83K sold.

Snowden Capital Advisors first reported a position in CSM in Q4 2021 and held it in 1 quarter. The position peaked at $83K in Q4 2021. 93 funds tracked by Wall St. Rank hold CSM as of Q1 2022.

  • Snowden Capital Advisors reported no remaining ProShares Large Cap Core Plus position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 1,492 ProShares Large Cap Core Plus shares in Q1 2022, an estimated $83K.
  • Snowden Capital Advisors first reported a position in ProShares Large Cap Core Plus in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's ProShares Large Cap Core Plus position peaked at $83K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.