Financial Partners Capital Management’s Camden Property Trust CPT Stock Holding History

Financial Partners Capital Management’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	$2.37M	Buy	21,210 +265	+1%	+$30.3K	0.53%	48
2022 Q3	$2.5M	Sell	20,945 -15	-0.1%	-$2K	0.59%	50
2022 Q2	$2.82M	Buy	20,960 +36	+0.2%	+$5.34K	0.61%	50
2022 Q1	$3.48M	Buy	20,924 +275	+1%	+$45.4K	0.65%	46
2021 Q4	$3.69M	Buy	20,649 +150	+0.7%	+$24.7K	0.65%	42
2021 Q3	$3.02M	Buy	20,499 +80	+0.4%	+$11.7K	0.55%	44
2021 Q2	$2.71M	Buy	20,419 +1,390	+7%	+$172K	0.5%	45
2021 Q1	$2.09M	Buy	19,029 +5,170	+37%	+$538K	0.42%	50
2020 Q4	$1.38M	Buy	13,859 +6,984	+102%	+$676K	0.32%	51
2020 Q3	$612K	Buy	+6,875	New	+$618K	0.16%	66

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

Financial Partners Capital Management's CPT Position: Q4 2022 in Review

Financial Partners Capital Management increased its Camden Property Trust (CPT) stake by 1.3% in Q4 2022, buying an estimated $30.3K and bringing the position to 21,210 shares worth $2.37M. The position accounts for 0.53% of the portfolio, ranked #48.

Financial Partners Capital Management first reported a position in CPT in Q3 2020 and has held it in 10 quarters since. The position peaked at $3.69M in Q4 2021. 507 funds tracked by Wall St. Rank hold CPT as of Q4 2022.

Financial Partners Capital Management held 21,210 shares of Camden Property Trust worth $2.37M as of Q4 2022.
Financial Partners Capital Management bought 265 Camden Property Trust shares in Q4 2022, an estimated $30.3K.
Camden Property Trust made up 0.53% of Financial Partners Capital Management's portfolio in Q4 2022, its #48 holding.
Financial Partners Capital Management first reported a position in Camden Property Trust in Q3 2020 and has held it in 10 quarters since.
Financial Partners Capital Management's Camden Property Trust position peaked at $3.69M in Q4 2021.
507 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.