WKWM
CTSH icon

Walter & Keenan Wealth Management’s Cognizant CTSH Stock Holding History

Walter & Keenan Wealth Management’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
2019
Q4 		– Sell
-6,000
Closed -$362K – 156
2019
Q3 		$362K Buy
+6,000
New +$379K 0.14% 113
2019
Q2 		– Sell
-3,600
Closed -$261K – 149
2019
Q1 		$261K Hold
3,600
– – 0.11% 131
2018
Q4 		$229K Buy
3,600
+1,000
+38% +$69.6K 0.1% 135
2018
Q3 		$201 Hold
2,600
– – 0.06% 160
2018
Q2 		$205K Sell
2,600
-1,300
-33% -$102K 0.09% 165
2018
Q1 		$314K Hold
3,900
– – 0.14% 126
2017
Q4 		$277K Hold
3,900
– – 0.12% 140
2017
Q3 		$283K Hold
3,900
– – 0.13% 131
2017
Q2 		$259K Buy
+3,900
New +$248K 0.13% 128

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return