Cassady Schiller Wealth Management’s COPT Defense Properties CDP Stock Holding History

Cassady Schiller Wealth Management’s Portfolio CDP Stock Details CDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$619	Buy	+20	New	+$635	﹤0.01%	914

Other funds holding CDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's CDP Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in COPT Defense Properties (CDP) in Q4 2024: 20 shares worth $619. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings.

302 funds tracked by Wall St. Rank hold CDP as of Q4 2024.

Cassady Schiller Wealth Management held 20 shares of COPT Defense Properties worth $619 as of Q4 2024.
COPT Defense Properties was a new Cassady Schiller Wealth Management position in Q4 2024.
COPT Defense Properties made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #914 holding.
302 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.