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Armstrong Advisory Group’s COPT Defense Properties CDP Stock Holding History

Armstrong Advisory 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
2024
Q3 		– Sell
-963
Closed -$24.1K – 790
2024
Q2 		$24.1K Hold
963
– – ﹤0.01% 467
2024
Q1 		$24.7K Hold
963
– – ﹤0.01% 447
2023
Q4 		$24.7K Hold
963
– – ﹤0.01% 447
2023
Q3 		$22.9K Hold
963
– – ﹤0.01% 459
2023
Q2 		$22.9K Hold
963
– – ﹤0.01% 477
2023
Q1 		$22.8K Hold
963
– – ﹤0.01% 459
2022
Q4 		$25K Buy
+963
New +$24.8K ﹤0.01% 444

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Armstrong Advisory Group's CDP Position: Q3 2024 in Review

Armstrong Advisory Group sold out of COPT Defense Properties (CDP) in Q3 2024, closing a stake of 963 shares — an estimated $24.1K sold.

Armstrong Advisory Group first reported a position in CDP in Q4 2022 and held it in 7 quarters. The position peaked at $25K in Q4 2022. 292 funds tracked by Wall St. Rank hold CDP as of Q3 2024.

  • Armstrong Advisory Group reported no remaining COPT Defense Properties position as of Q3 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 963 COPT Defense Properties shares in Q3 2024, an estimated $24.1K.
  • Armstrong Advisory Group first reported a position in COPT Defense Properties in Q4 2022 and held it in 7 quarters.
  • Armstrong Advisory Group's COPT Defense Properties position peaked at $25K in Q4 2022.
  • 292 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2024.

Based on Armstrong Advisory Group's 13F filing for Q3 2024, filed 11 Oct 2024.