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Moneta Group Investment Advisors’s Camden Property Trust CPT Stock Holding History

Moneta Group Investment 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
2020
Q1 		– Sell
-2,139
Closed -$227K – 245
2019
Q4 		$227K Sell
2,139
-5
-0.2% -$554 0.02% 225
2019
Q3 		$238K Buy
+2,144
New +$231K 0.02% 229

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Moneta Group Investment Advisors's CPT Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of Camden Property Trust (CPT) in Q1 2020, closing a stake of 2,139 shares — an estimated $227K sold.

Moneta Group Investment Advisors first reported a position in CPT in Q3 2019 and held it in 2 quarters. The position peaked at $238K in Q3 2019. 408 funds tracked by Wall St. Rank hold CPT as of Q1 2020.

  • Moneta Group Investment Advisors reported no remaining Camden Property Trust position as of Q1 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,139 Camden Property Trust shares in Q1 2020, an estimated $227K.
  • Moneta Group Investment Advisors first reported a position in Camden Property Trust in Q3 2019 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Camden Property Trust position peaked at $238K in Q3 2019.
  • 408 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.