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Burt Wealth Advisors’s Cooper-Standard Automotive CPS Stock Holding History

Burt Wealth Advisors’s Portfolio CPS Stock Details CPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-57
Closed -$1K – 404
2020
Q2 		$1K Hold
57
– – ﹤0.01% 370
2020
Q1 		$1K Buy
+57
New +$1.22K ﹤0.01% 369
2016
Q2 		– Sell
-5
Closed -$1K – 448
2016
Q1 		$1K Buy
+5
New +$355 ﹤0.01% 491

Other funds holding CPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Burt Wealth Advisors's CPS Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Cooper-Standard Automotive (CPS) in Q3 2020, closing a stake of 57 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in CPS in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 103 funds tracked by Wall St. Rank hold CPS as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Cooper-Standard Automotive position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 57 Cooper-Standard Automotive shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Cooper-Standard Automotive in Q1 2016 and held it in 3 quarters.
  • Burt Wealth Advisors's Cooper-Standard Automotive position peaked at $1K in Q2 2020.
  • 103 funds tracked by Wall St. Rank held Cooper-Standard Automotive as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.