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ICA Group Wealth Management’s COPT Defense Properties CDP Stock Holding History

ICA Group Wealth Management’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
2023
Q2 		– Sell
-200
Closed -$4.74K – 1345
2023
Q1 		$4.74K Hold
200
– – ﹤0.01% 962
2022
Q4 		$5.19K Buy
+200
New +$5.14K ﹤0.01% 961

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
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CCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ICA Group Wealth Management's CDP Position: Q2 2023 in Review

ICA Group Wealth Management sold out of COPT Defense Properties (CDP) in Q2 2023, closing a stake of 200 shares — an estimated $4.74K sold.

ICA Group Wealth Management first reported a position in CDP in Q4 2022 and held it in 2 quarters. The position peaked at $5.19K in Q4 2022. 239 funds tracked by Wall St. Rank hold CDP as of Q2 2023.

  • ICA Group Wealth Management reported no remaining COPT Defense Properties position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 200 COPT Defense Properties shares in Q2 2023, an estimated $4.74K.
  • ICA Group Wealth Management first reported a position in COPT Defense Properties in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's COPT Defense Properties position peaked at $5.19K in Q4 2022.
  • 239 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.