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Lenox Wealth Management’s Camden Property Trust CPT Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$8K Hold
90
– – ﹤0.01% 461
2020
Q1 		$7K Hold
90
– – ﹤0.01% 436
2019
Q4 		$10K Hold
90
– – ﹤0.01% 443
2019
Q3 		$10K Sell
90
-2,283
-96% -$246K ﹤0.01% 446
2019
Q2 		$249K Sell
2,373
-11
-0.5% -$1.13K 0.07% 112
2019
Q1 		$244K Buy
2,384
+2,280
+2,192% +$219K 0.08% 115
2018
Q4 		$9K Buy
104
+84
+420% +$7.7K ﹤0.01% 401
2018
Q3 		$4K Buy
+20
New +$1.86K ﹤0.01% 524

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Management's CPT Position: Q2 2020 in Review

Lenox Wealth Management held its Camden Property Trust (CPT) position steady in Q2 2020 at 90 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Lenox Wealth Management first reported a position in CPT in Q3 2018 and has held it in 8 quarters since. The position peaked at $249K in Q2 2019. 403 funds tracked by Wall St. Rank hold CPT as of Q2 2020.

  • Lenox Wealth Management held 90 shares of Camden Property Trust worth $8K as of Q2 2020.
  • Lenox Wealth Management left its Camden Property Trust share count unchanged in Q2 2020.
  • Camden Property Trust made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #461 holding.
  • Lenox Wealth Management first reported a position in Camden Property Trust in Q3 2018 and has held it in 8 quarters since.
  • Lenox Wealth Management's Camden Property Trust position peaked at $249K in Q2 2019.
  • 403 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.