Altus Wealth Group’s COPT Defense Properties CDP Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-500	Closed	-$13K	–	271
2020 Q4	$13K	Buy	+500	New	+$12.6K	0.01%	459

Other funds holding CDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altus Wealth Group's CDP Position: Q1 2021 in Review

Altus Wealth Group sold out of COPT Defense Properties (CDP) in Q1 2021, closing a stake of 500 shares — an estimated $13K sold.

Altus Wealth Group first reported a position in CDP in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 266 funds tracked by Wall St. Rank hold CDP as of Q1 2021.

Altus Wealth Group reported no remaining COPT Defense Properties position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 500 COPT Defense Properties shares in Q1 2021, an estimated $13K.
Altus Wealth Group first reported a position in COPT Defense Properties in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's COPT Defense Properties position peaked at $13K in Q4 2020.
266 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.