Carson Wealth (CWM LLC)
CXP

Carson Wealth (CWM LLC)’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		$119K Hold
6,822
– – ﹤0.01% 1076
2021
Q1 		$119K Hold
6,822
– – ﹤0.01% 1076
2020
Q4 		$119K Hold
6,822
– – ﹤0.01% 1076
2020
Q3 		$119K Hold
6,822
– – ﹤0.01% 1076
2020
Q2 		$119K Hold
6,822
– – ﹤0.01% 1076
2020
Q1 		$119K Hold
6,822
– – ﹤0.01% 1076
2019
Q4 		$119K Hold
6,822
– – ﹤0.01% 1076
2019
Q3 		$119K Hold
6,822
– – ﹤0.01% 1076
2019
Q2 		$119K Hold
6,822
– – ﹤0.01% 1076
2019
Q1 		$119K Buy
6,822
+2,252
+49% +$48.7K ﹤0.01% 1076
2018
Q4 		$88K Hold
4,570
– – ﹤0.01% 758
2018
Q3 		$108K Buy
4,570
+2,375
+108% +$55.3K ﹤0.01% 610
2018
Q2 		$50K Hold
2,195
– – ﹤0.01% 632
2018
Q1 		$45K Hold
2,195
– – ﹤0.01% 574
2017
Q4 		$50K Hold
2,195
– – ﹤0.01% 537
2017
Q3 		$48K Buy
2,195
+41
+2% +$883 ﹤0.01% 538
2017
Q2 		$48K Hold
2,154
– – ﹤0.01% 487
2017
Q1 		$48K Sell
2,154
-3,031
-58% -$67.6K ﹤0.01% 468
2016
Q4 		$112K Hold
5,185
– – 0.01% 334
2016
Q3 		$116K Hold
5,185
– – 0.01% 319
2016
Q2 		$111K Hold
5,185
– – 0.01% 298
2016
Q1 		$114K Sell
5,185
-3,679
-42% -$79.4K 0.01% 269
2015
Q4 		$208K Sell
8,864
-980
-10% -$23.8K 0.02% 223
2015
Q3 		$228K Sell
9,844
-2,451
-20% -$57.5K 0.02% 197
2015
Q2 		$302K Buy
12,295
+43
+0.4% +$1.14K 0.03% 161
2015
Q1 		$331K Sell
12,252
-26
-0.2% -$665 0.03% 154
2014
Q4 		$311K Sell
12,278
-8,172
-40% -$205K 0.04% 154
2014
Q3 		$488K Sell
20,450
-484
-2% -$12.3K 0.07% 156
2014
Q2 		$544K Sell
20,934
-6,951
-25% -$189K 0.1% 108
2014
Q1 		$760K Sell
27,885
-11,204
-29% -$282K 0.1% 99
2013
Q4 		$977K Buy
+39,089
New +$906K 0.15% 97

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CXP Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its COLUMBIA PROPERTY TRUST, INC. (CXP) position steady in Q2 2021 at 6,822 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Carson Wealth (CWM LLC) first reported a position in CXP in Q4 2013 and has held it in 31 quarters since. The position peaked at $977K in Q4 2013. 205 funds tracked by Wall St. Rank hold CXP as of Q2 2021.

  • Carson Wealth (CWM LLC) held 6,822 shares of COLUMBIA PROPERTY TRUST, INC. worth $119K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its COLUMBIA PROPERTY TRUST, INC. share count unchanged in Q2 2021.
  • COLUMBIA PROPERTY TRUST, INC. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1076 holding.
  • Carson Wealth (CWM LLC) first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s COLUMBIA PROPERTY TRUST, INC. position peaked at $977K in Q4 2013.
  • 205 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.