Connectus Wealth’s Camden Property Trust CPT Stock Holding History

Connectus Wealth’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
2022 Q4	–	Sell	-7,813	Closed	-$936K	–	438
2022 Q3	$936K	Buy	7,813 +512	+7%	+$68.4K	0.02%	343
2022 Q2	$982K	Buy	7,301 +267	+4%	+$39.6K	0.02%	278
2022 Q1	$1.26M	Buy	+7,034	New	+$1.16M	0.04%	208

Other funds holding CPT

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Connectus Wealth's CPT Position: Q4 2022 in Review

Connectus Wealth sold out of Camden Property Trust (CPT) in Q4 2022, closing a stake of 7,813 shares — an estimated $936K sold.

Connectus Wealth first reported a position in CPT in Q1 2022 and held it in 3 quarters. The position peaked at $1.26M in Q1 2022. 507 funds tracked by Wall St. Rank hold CPT as of Q4 2022.

Connectus Wealth reported no remaining Camden Property Trust position as of Q4 2022 after selling out during the quarter.
Connectus Wealth sold 7,813 Camden Property Trust shares in Q4 2022, an estimated $936K.
Connectus Wealth first reported a position in Camden Property Trust in Q1 2022 and held it in 3 quarters.
Connectus Wealth's Camden Property Trust position peaked at $1.26M in Q1 2022.
507 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.