Profesionally Managed Portfo shares owned by Rockefeller Capital Management
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Rockefeller Capital Management
from 13F filings
Historical chart of Rockefeller Capital Management investment in Profesionally Managed Portfo
Tip: Access up to 7 years of quarterly data
All positions including Profesionally Managed Portfo held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Profesionally Managed Portfo by Rockefeller Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 38k | 33.31 |
| 2025-06-30 | $1.6M | 50k | 31.18 |
| 2025-03-31 | $1.4M | 50k | 27.66 |
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