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Accel Wealth Management’s COPT Defense Properties CDP Stock Holding History

Accel Wealth Management’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26
Closed -$605 – 273
2023
Q1 		$605 Buy
26
+1
+4% +$26 ﹤0.01% 1207
2022
Q4 		$656 Hold
25
– – ﹤0.01% 1003
2022
Q3 		$1K Hold
25
– – ﹤0.01% 978
2022
Q2 		$1K Buy
+25
New +$675 ﹤0.01% 940

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's CDP Position: Q2 2023 in Review

Accel Wealth Management sold out of COPT Defense Properties (CDP) in Q2 2023, closing a stake of 26 shares — an estimated $605 sold.

Accel Wealth Management first reported a position in CDP in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 239 funds tracked by Wall St. Rank hold CDP as of Q2 2023.

  • Accel Wealth Management reported no remaining COPT Defense Properties position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 26 COPT Defense Properties shares in Q2 2023, an estimated $605.
  • Accel Wealth Management first reported a position in COPT Defense Properties in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's COPT Defense Properties position peaked at $1K in Q3 2022.
  • 239 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.