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Impact Partnership Wealth’s Camden Property Trust CPT Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-238
Closed -$22.5K – 880
2023
Q3 		$22.5K Hold
238
– – 0.01% 480
2023
Q2 		$25.9K Buy
+238
New +$25.7K 0.01% 309

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Impact Partnership Wealth's CPT Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Camden Property Trust (CPT) in Q4 2023, closing a stake of 238 shares — an estimated $22.5K sold.

Impact Partnership Wealth first reported a position in CPT in Q2 2023 and held it in 2 quarters. The position peaked at $25.9K in Q2 2023. 513 funds tracked by Wall St. Rank hold CPT as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Camden Property Trust position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 238 Camden Property Trust shares in Q4 2023, an estimated $22.5K.
  • Impact Partnership Wealth first reported a position in Camden Property Trust in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Camden Property Trust position peaked at $25.9K in Q2 2023.
  • 513 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.