LWANC
CXP

Laurel Wealth Advisors (North Carolina)’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio CXP Stock Details CXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,906
Closed -$33K – 790
2021
Q2 		$33K Hold
1,906
– – 0.01% 321
2021
Q1 		$33K Hold
1,906
– – 0.01% 301
2020
Q4 		$27K Buy
+1,906
New +$24.3K 0.01% 313

Other funds holding CXP

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CXP Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q3 2021, closing a stake of 1,906 shares — an estimated $33K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CXP in Q4 2020 and held it in 3 quarters. The position peaked at $33K in Q2 2021. 222 funds tracked by Wall St. Rank hold CXP as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,906 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2021, an estimated $33K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s COLUMBIA PROPERTY TRUST, INC. position peaked at $33K in Q2 2021.
  • 222 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.