Valeo Financial Advisors, LLC Cohen & Steers, Inc. Transaction History

Valeo Financial Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$65.28 - $82.09 $2,023 - $2,544	-31 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$63.78 - $74.54 $1,977 - $2,310	31 New	31 $2,000
Q3 2020 Oct 28, 2020	SELL	$54.33 - $68.53 $7,877 - $9,936	-145 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$38.72 - $73.68 $3,717 - $7,073	96 Added 195.92%	145 $10,000
Q1 2020 Apr 13, 2020	BUY	$34.89 - $78.11 $1,709 - $3,827	49 New	49 $2,000
Q1 2019 Apr 12, 2019	SELL	$33.97 - $42.27 $237 - $295	-7 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$38.56 - $42.81 $269 - $299	7 New	7 $0
Q1 2018 Apr 12, 2018	SELL	$38.33 - $47.67 $0 - $0	0 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$39.78 - $47.67 $0 - $0	0	0 $0

268

30.1M

4.1K

600

Ticker CNS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 48,697,800
Market Cap $4.18B
Description
Cohen & Steers, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to institutional investors, including pension funds, endowments, and foundations. It manages separate client-focused equity, fixed income, multi-asset, and commodity portfolios through its subsidiaries. The firm...

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Valeo Financial Advisors, LLC with notifications on news.