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Atlas Private Wealth Management’s COPT Defense Properties CDP Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-31
Closed -$1K – 153
2021
Q1 		$1K Buy
+31
New +$821 ﹤0.01% 372

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlas Private Wealth Management's CDP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of COPT Defense Properties (CDP) in Q2 2021, closing a stake of 31 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in CDP in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 246 funds tracked by Wall St. Rank hold CDP as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining COPT Defense Properties position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 31 COPT Defense Properties shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in COPT Defense Properties in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's COPT Defense Properties position peaked at $1K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.