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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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.