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Carolinas Wealth Consulting’s Camden Property Trust CPT Stock Holding History

Carolinas Wealth Consulting’s Portfolio CPT Stock Details CPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-67
Closed -$8.35K – 1067
2024
Q3 		$8.35K Hold
67
– – ﹤0.01% 590
2024
Q2 		$7.31K Hold
67
– – ﹤0.01% 604
2024
Q1 		$6.66K Buy
+67
New +$6.48K ﹤0.01% 614
2022
Q1 		– Sell
-12
Closed -$2K – 922
2021
Q4 		$2K Buy
12
+2
+20% +$330 ﹤0.01% 812
2021
Q3 		$1K Hold
10
– – ﹤0.01% 840
2021
Q2 		$1K Buy
10
+4
+67% +$496 ﹤0.01% 850
2021
Q1 		$1K Buy
+6
New +$624 ﹤0.01% 856

Other funds holding CPT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's CPT Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Camden Property Trust (CPT) in Q4 2024, closing a stake of 67 shares — an estimated $8.35K sold.

Carolinas Wealth Consulting first reported a position in CPT in Q1 2021 and held it in 7 quarters. The position peaked at $8.35K in Q3 2024. 570 funds tracked by Wall St. Rank hold CPT as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Camden Property Trust position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 67 Camden Property Trust shares in Q4 2024, an estimated $8.35K.
  • Carolinas Wealth Consulting first reported a position in Camden Property Trust in Q1 2021 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Camden Property Trust position peaked at $8.35K in Q3 2024.
  • 570 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.