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Lynx Investment Advisory’s COPT Defense Properties CDP Stock Holding History

Lynx Investment Advisory’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
2024
Q3 		– Sell
-28
Closed -$701 – 241
2024
Q2 		$701 Buy
+28
New +$673 ﹤0.01% 701

Other funds holding CDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lynx Investment Advisory's CDP Position: Q3 2024 in Review

Lynx Investment Advisory sold out of COPT Defense Properties (CDP) in Q3 2024, closing a stake of 28 shares — an estimated $701 sold.

Lynx Investment Advisory first reported a position in CDP in Q2 2024 and held it in 1 quarter. The position peaked at $701 in Q2 2024. 291 funds tracked by Wall St. Rank hold CDP as of Q3 2024.

  • Lynx Investment Advisory reported no remaining COPT Defense Properties position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 28 COPT Defense Properties shares in Q3 2024, an estimated $701.
  • Lynx Investment Advisory first reported a position in COPT Defense Properties in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's COPT Defense Properties position peaked at $701 in Q2 2024.
  • 291 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.