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CSat Investment Advisory’s COPT Defense Properties CDP Stock Holding History

CSat Investment 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
2020
Q4 		– Sell
-625
Closed -$15K – 603
2020
Q3 		$15K Buy
625
+81
+15% +$2.02K ﹤0.01% 941
2020
Q2 		$14K Buy
+544
New +$13.6K ﹤0.01% 942

Other funds holding CDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSat Investment Advisory's CDP Position: Q4 2020 in Review

CSat Investment Advisory sold out of COPT Defense Properties (CDP) in Q4 2020, closing a stake of 625 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in CDP in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 249 funds tracked by Wall St. Rank hold CDP as of Q4 2020.

  • CSat Investment Advisory reported no remaining COPT Defense Properties position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 625 COPT Defense Properties shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in COPT Defense Properties in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's COPT Defense Properties position peaked at $15K in Q3 2020.
  • 249 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.