Loading...
Docoh

CFS Investment Advisory Services

Company profile

Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
223558384
SEC advisor number
801-45064
FINRA CRD number
106577
AUM ?
$2.05B (as of 1 Mar 22)
Accounts
2,684 (as of 1 Mar 22)
Employees
12 (8 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 196 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$71.52M 1.61M 84.91M -98.1
$71.13M 1.89M 74.38M -97.5
$50.41M 600.82K 64.3M -99.1
$19.14M 85.86K 23.92M -99.6
$17.56M 404.6K 19.69M -97.9
$16.03M 110.54K 18.05M -99.4
$15.06M 630.26K 19.14M -96.7
$13.49M 288.06K 15.53M -98.1
$12.41M 259.2K 13.98M -98.1
$11.95M 249.39K 14.17M -98.2
$11.45M 142.27K 12.61M -98.9
$9.62M 413.66K NEW
$9.34M 109.41K 9.83M -98.9
$7.44M 224.87K 4.5M -95.0
$7.13M 144.86K 8.47M -98.3
$6.87M 97.9K 8.14M -98.8
$6.86M 122.92K 4.41M -97.2
$6.75M 289.58K 3.03M -90.5
$6.13M 149.84K 11.69M -98.7
$5.98M 54.33K 6.46M -99.2
$5.89M 15.53K 6.29M -99.8
$5.57M 226.22K 6.51M -96.5
$5.57M 40.72K 7.46M -99.5
$5.18M 58.16K 10.85K +435.9
$5.03M 85.54K 8.33M -99.0
$4.77M 47.44K NEW
$4.27M 35.55K 3.6M -99.0
$4.2M 60.56K 288.87K -79.0
$4.11M 34.41K 4.16M -99.2
$4.09M 64.17K 5.07M -98.7
$4.01M 35.87K 6.95M -99.5
$4.01M 42.42K 4.59M -99.1
$3.99M 22.47K 4M -99.4
$3.78M 26.32K 4.08M -99.4
$3.41M 100.15K 90.13K +11.1
$3.4M 15.05K 3.92M -99.6
$3.06M 66.7K 3.66M -98.2
$3.06M 14.62K 3.27M -99.6
$3.05M 26.77K 1.12M -97.6
$3M 54.16K 1.22M -95.6
$2.88M 45.84K 2.87M -98.4
$2.88M 134.12K 1.29M -89.6
$2.86M 18.66K 3.05M -99.4
$2.85M 34.01K 4.11M -99.2
$2.82M 26.99K 4.06M -99.3
$2.67M 12.95K 3.23M -99.6
$2.64M 42.21K 3.04M -98.6
$2.62M 33.77K 3.1M -98.9
$2.62M 60.04K 915.52K -93.4
$2.61M 7.73K 3.18M -99.8
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings