Atlas Private Wealth Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Atlas Private Wealth Advisors’s Portfolio CXP Stock Details CXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-626	Closed	-$11K	–	832
2021 Q2	$11K	Hold	626	–	–	0.01%	463
2021 Q1	$11K	Sell	626 -2,986	-83%	-$44.1K	0.01%	495
2020 Q4	$52K	Hold	3,612	–	–	0.03%	217
2020 Q3	$39K	Hold	3,612	–	–	0.03%	233
2020 Q2	$47K	Buy	+3,612	New	+$47.6K	0.04%	213

Other funds holding CXP

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlas Private Wealth Advisors's CXP Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q3 2021, closing a stake of 626 shares — an estimated $11K sold.

Atlas Private Wealth Advisors first reported a position in CXP in Q2 2020 and held it in 5 quarters. The position peaked at $52K in Q4 2020. 222 funds tracked by Wall St. Rank hold CXP as of Q3 2021.

Atlas Private Wealth Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 626 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2021, an estimated $11K.
Atlas Private Wealth Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q2 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $52K in Q4 2020.
222 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.