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CBIZ Investment Advisory Services’s COPT Defense Properties CDP Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-4
Closed -$112 – 692
2025
Q2 		$112 Buy
+4
New +$108 ﹤0.01% 718

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CBIZ Investment Advisory Services's CDP Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of COPT Defense Properties (CDP) in Q3 2025, closing a stake of 4 shares — an estimated $112 sold.

CBIZ Investment Advisory Services first reported a position in CDP in Q2 2025 and held it in 1 quarter. The position peaked at $112 in Q2 2025. 308 funds tracked by Wall St. Rank hold CDP as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining COPT Defense Properties position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 4 COPT Defense Properties shares in Q3 2025, an estimated $112.
  • CBIZ Investment Advisory Services first reported a position in COPT Defense Properties in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's COPT Defense Properties position peaked at $112 in Q2 2025.
  • 308 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.