AWM
CXP

Avior Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Avior Wealth Management’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
-217
Closed -$2K – 1113
2020
Q3 		$2K Buy
217
+4
+2% +$48 ﹤0.01% 840
2020
Q2 		$2K Buy
+213
New +$2.81K ﹤0.01% 815
2014
Q3 		– Sell
-937
Closed -$24K – 339
2014
Q2 		$24K Buy
937
+10
+1% +$272 0.02% 182
2014
Q1 		$25K Buy
+927
New +$23.3K 0.02% 179

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

Avior Wealth Management's CXP Position: Q4 2020 in Review

Avior Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2020, closing a stake of 217 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in CXP in Q1 2014 and held it in 4 quarters. The position peaked at $25K in Q1 2014. 197 funds tracked by Wall St. Rank hold CXP as of Q4 2020.

  • Avior Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2020 after selling out during the quarter.
  • Avior Wealth Management sold 217 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2020, an estimated $2K.
  • Avior Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q1 2014 and held it in 4 quarters.
  • Avior Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $25K in Q1 2014.
  • 197 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.