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FSM Wealth Advisors’s Camden Property Trust CPT Stock Holding History

FSM Wealth Advisors’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
2024
Q4 		– Sell
-1,965
Closed -$243K – 198
2024
Q3 		$243K Buy
+1,965
New +$232K 0.06% 154
2023
Q3 		– Sell
-1,907
Closed -$212K – 148
2023
Q2 		$212K Buy
+1,907
New +$206K 0.11% 158

Other funds holding CPT

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FSM Wealth Advisors's CPT Position: Q4 2024 in Review

FSM Wealth Advisors sold out of Camden Property Trust (CPT) in Q4 2024, closing a stake of 1,965 shares — an estimated $243K sold.

FSM Wealth Advisors first reported a position in CPT in Q2 2023 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 572 funds tracked by Wall St. Rank hold CPT as of Q4 2024.

  • FSM Wealth Advisors reported no remaining Camden Property Trust position as of Q4 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,965 Camden Property Trust shares in Q4 2024, an estimated $243K.
  • FSM Wealth Advisors first reported a position in Camden Property Trust in Q2 2023 and held it in 2 quarters.
  • FSM Wealth Advisors's Camden Property Trust position peaked at $243K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2024.

Based on FSM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.