SWS Partners’s Cohen & Steers CNS Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-83	Closed	-$6.02K	–	140
2024 Q2	$6.02K	Buy	+83	New	+$5.9K	﹤0.01%	279

Other funds holding CNS

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

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

SWS Partners's CNS Position: Q3 2024 in Review

SWS Partners sold out of Cohen & Steers (CNS) in Q3 2024, closing a stake of 83 shares — an estimated $6.02K sold.

SWS Partners first reported a position in CNS in Q2 2024 and held it in 1 quarter. The position peaked at $6.02K in Q2 2024. 258 funds tracked by Wall St. Rank hold CNS as of Q3 2024.

SWS Partners reported no remaining Cohen & Steers position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 83 Cohen & Steers shares in Q3 2024, an estimated $6.02K.
SWS Partners first reported a position in Cohen & Steers in Q2 2024 and held it in 1 quarter.
SWS Partners's Cohen & Steers position peaked at $6.02K in Q2 2024.
258 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.