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Continuum Advisory’s COPT Defense Properties CDP Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-53
Closed -$1.64K – 1714
2024
Q4 		$1.64K Hold
53
– – ﹤0.01% 1483
2024
Q3 		$1.59K Buy
53
+23
+77% +$655 ﹤0.01% 1512
2024
Q2 		$751 Buy
30
+13
+76% +$312 ﹤0.01% 1527
2024
Q1 		$419 Buy
+17
New +$414 ﹤0.01% 1623

Other funds holding CDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Continuum Advisory's CDP Position: Q1 2025 in Review

Continuum Advisory sold out of COPT Defense Properties (CDP) in Q1 2025, closing a stake of 53 shares — an estimated $1.64K sold.

Continuum Advisory first reported a position in CDP in Q1 2024 and held it in 4 quarters. The position peaked at $1.64K in Q4 2024. 301 funds tracked by Wall St. Rank hold CDP as of Q1 2025.

  • Continuum Advisory reported no remaining COPT Defense Properties position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 53 COPT Defense Properties shares in Q1 2025, an estimated $1.64K.
  • Continuum Advisory first reported a position in COPT Defense Properties in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's COPT Defense Properties position peaked at $1.64K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.