AAS
CXP

Avantax Advisory Services’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-18,060
Closed -$195K – 1404
2020
Q3 		$195K Buy
+18,060
New +$215K ﹤0.01% 1232

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's CXP Position: Q4 2020 in Review

Avantax Advisory Services sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2020, closing a stake of 18,060 shares — an estimated $195K sold.

Avantax Advisory Services first reported a position in CXP in Q3 2020 and held it in 1 quarter. The position peaked at $195K in Q3 2020. 197 funds tracked by Wall St. Rank hold CXP as of Q4 2020.

  • Avantax Advisory Services reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 18,060 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2020, an estimated $195K.
  • Avantax Advisory Services first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's COLUMBIA PROPERTY TRUST, INC. position peaked at $195K in Q3 2020.
  • 197 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.