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Heritage Wealth Management (Arizona)’s COPT Defense Properties CDP Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$6.8K Buy
262
+131
+100% +$3.37K ﹤0.01% 832
2022
Q3 		$3K Hold
131
– – ﹤0.01% 811
2022
Q2 		$3.43K Hold
131
– – ﹤0.01% 821
2022
Q1 		$4K Buy
+131
New +$3.53K ﹤0.01% 814
2021
Q3 		$4K Hold
131
– – ﹤0.01% 748
2021
Q2 		$4K Hold
131
– – ﹤0.01% 764
2021
Q1 		$3K Buy
+131
New +$3.47K ﹤0.01% 678

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CDP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its COPT Defense Properties (CDP) stake by 100% in Q4 2022, buying an estimated $3.37K and bringing the position to 262 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Heritage Wealth Management (Arizona) first reported a position in CDP in Q1 2021 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold CDP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 262 shares of COPT Defense Properties worth $6.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 131 COPT Defense Properties shares in Q4 2022, an estimated $3.37K.
  • COPT Defense Properties made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #832 holding.
  • Heritage Wealth Management (Arizona) first reported a position in COPT Defense Properties in Q1 2021 and has held it in 7 quarters since.
  • 244 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.