SVA Wealth Management’s Cohen & Steers CNS Stock Holding History

SVA Wealth Management’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
2020 Q4	$533K	Buy	+7,170	New	+$473K	0.05%	161

Other funds holding CNS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

SVA Wealth Management's CNS Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Cohen & Steers (CNS) in Q4 2020: 7,170 shares worth $533K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings.

194 funds tracked by Wall St. Rank hold CNS as of Q4 2020.

SVA Wealth Management held 7,170 shares of Cohen & Steers worth $533K as of Q4 2020.
Cohen & Steers was a new SVA Wealth Management position in Q4 2020.
Cohen & Steers made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #161 holding.
194 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.