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Cornerstone Advisory’s COPT Defense Properties CDP Stock Holding History

Cornerstone 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
2022
Q1 		– Sell
-782
Closed -$22K – 295
2021
Q4 		$22K Buy
+782
New +$21.6K ﹤0.01% 520

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
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Geode Capital Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisory's CDP Position: Q1 2022 in Review

Cornerstone Advisory sold out of COPT Defense Properties (CDP) in Q1 2022, closing a stake of 782 shares — an estimated $22K sold.

Cornerstone Advisory first reported a position in CDP in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 240 funds tracked by Wall St. Rank hold CDP as of Q1 2022.

  • Cornerstone Advisory reported no remaining COPT Defense Properties position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 782 COPT Defense Properties shares in Q1 2022, an estimated $22K.
  • Cornerstone Advisory first reported a position in COPT Defense Properties in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's COPT Defense Properties position peaked at $22K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.