Concord Wealth Partners’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-751	Closed	-$14K	–	1370
2021 Q3	$14K	Hold	751	–	–	0.01%	435
2021 Q2	$13K	Hold	751	–	–	﹤0.01%	585
2021 Q1	$13K	Hold	751	–	–	﹤0.01%	552
2020 Q4	$11K	Buy	+751	New	+$9.56K	0.01%	359

Other funds holding CXP

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

Concord Wealth Partners's CXP Position: Q4 2021 in Review

Concord Wealth Partners sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2021, closing a stake of 751 shares — an estimated $14K sold.

Concord Wealth Partners first reported a position in CXP in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 1 fund tracked by Wall St. Rank holds CXP as of Q4 2021.

Concord Wealth Partners reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2021 after selling out during the quarter.
Concord Wealth Partners sold 751 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2021, an estimated $14K.
Concord Wealth Partners first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2020 and held it in 4 quarters.
Concord Wealth Partners's COLUMBIA PROPERTY TRUST, INC. position peaked at $14K in Q3 2021.
1 fund tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.