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Wipfli Financial Advisors’s Cohen & Steers CNS Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$99K Buy
+1,583
New +$113K 0.01% 726

Other funds holding CNS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wipfli Financial Advisors's CNS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Cohen & Steers (CNS) in Q3 2022: 1,583 shares worth $99K. The stake represents 0.01% of the portfolio and ranks #726 among its holdings.

199 funds tracked by Wall St. Rank hold CNS as of Q3 2022.

  • Wipfli Financial Advisors held 1,583 shares of Cohen & Steers worth $99K as of Q3 2022.
  • Cohen & Steers was a new Wipfli Financial Advisors position in Q3 2022.
  • Cohen & Steers made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #726 holding.
  • 199 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.