LWCFA
CPT icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Camden Property Trust CPT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q3 		– Sell
-36
Closed -$5K – 793
2021
Q2 		$5K Buy
+36
New +$4.46K ﹤0.01% 733

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CPT Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Camden Property Trust (CPT) in Q3 2021, closing a stake of 36 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CPT in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 462 funds tracked by Wall St. Rank hold CPT as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Camden Property Trust position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 36 Camden Property Trust shares in Q3 2021, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Camden Property Trust in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Camden Property Trust position peaked at $5K in Q2 2021.
  • 462 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.