Cohen & Steers Tax Advan P shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Cohen & Steers Tax Advan P (PTA) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Cohen & Steers Tax Advan P
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Quarterly reported holdings in Cohen & Steers Tax Advan P by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $255k | 12k | 21.04 |
| 2024-06-30 | $218k | 11k | 19.85 |
| 2024-03-31 | $213k | 11k | 19.61 |
| 2023-12-31 | $194k | 11k | 18.01 |
| 2023-09-30 | $186k | 11k | 17.47 |
| 2023-06-30 | $183k | 11k | 17.43 |
| 2023-03-31 | $186k | 10k | 17.87 |
| 2022-12-31 | $182k | 10k | 17.67 |
| 2022-09-30 | $184k | 10k | 18.10 |
| 2022-06-30 | $192k | 10k | 19.08 |
| 2022-03-31 | $220k | 10k | 22.00 |
| 2021-12-31 | $241k | 10k | 24.10 |
| 2021-09-30 | $250k | 10k | 25.00 |