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

BerganKDV 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
2021 Q4	–	Sell	-908	Closed	-$17K	–	1153
2021 Q3	$17K	Hold	908	–	–	﹤0.01%	558
2021 Q2	$16K	Hold	908	–	–	﹤0.01%	548
2021 Q1	$16K	Hold	908	–	–	﹤0.01%	522
2020 Q4	$13K	Hold	908	–	–	﹤0.01%	532
2020 Q3	$10K	Hold	908	–	–	﹤0.01%	511
2020 Q2	$12K	Hold	908	–	–	﹤0.01%	525
2020 Q1	$11K	Hold	908	–	–	﹤0.01%	487
2019 Q4	$19K	Hold	908	–	–	﹤0.01%	459
2019 Q3	$19K	Buy	+908	New	+$19.4K	﹤0.01%	438
2019 Q2	–	Hold	0	–	–	–	437
2019 Q1	–	Hold	0	–	–	–	437
2018 Q4	–	Hold	0	–	–	–	409
2018 Q3	–	Hold	0	–	–	–	419
2018 Q2	–	Hold	0	–	–	–	425

Other funds holding CXP

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

BerganKDV Wealth Management's CXP Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2021, closing a stake of 908 shares — an estimated $17K sold.

BerganKDV Wealth Management first reported a position in CXP in Q3 2019 and held it in 9 quarters. The position peaked at $19K in Q4 2019. 1 fund tracked by Wall St. Rank holds CXP as of Q4 2021.

BerganKDV Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 908 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2021, an estimated $17K.
BerganKDV Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q3 2019 and held it in 9 quarters.
BerganKDV Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $19K in Q4 2019.
1 fund tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.