NFA
CDP icon

Northwest Financial Advisors’s COPT Defense Properties CDP Stock Holding History

Northwest Financial Advisors’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
Q1 		– Sell
-164
Closed -$4.2K – 152
2023
Q4 		$4.2K Buy
+164
New +$3.97K ﹤0.01% 447

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Financial Advisors's CDP Position: Q1 2024 in Review

Northwest Financial Advisors sold out of COPT Defense Properties (CDP) in Q1 2024, closing a stake of 164 shares — an estimated $4.2K sold.

Northwest Financial Advisors first reported a position in CDP in Q4 2023 and held it in 1 quarter. The position peaked at $4.2K in Q4 2023. 268 funds tracked by Wall St. Rank hold CDP as of Q1 2024.

  • Northwest Financial Advisors reported no remaining COPT Defense Properties position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 164 COPT Defense Properties shares in Q1 2024, an estimated $4.2K.
  • Northwest Financial Advisors first reported a position in COPT Defense Properties in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's COPT Defense Properties position peaked at $4.2K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.