SFS
CNS icon

Sowell Financial Services’s Cohen & Steers CNS Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-14
Closed -$1K – 939
2021
Q1 		$1K Buy
+14
New +$957 ﹤0.01% 2913

Other funds holding CNS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's CNS Position: Q2 2021 in Review

Sowell Financial Services sold out of Cohen & Steers (CNS) in Q2 2021, closing a stake of 14 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in CNS in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 194 funds tracked by Wall St. Rank hold CNS as of Q2 2021.

  • Sowell Financial Services reported no remaining Cohen & Steers position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 14 Cohen & Steers shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Cohen & Steers in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Cohen & Steers position peaked at $1K in Q1 2021.
  • 194 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.