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Opal Wealth Advisors’s Camden Property Trust CPT Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-62
Closed -$6.76K – 402
2024
Q2 		$6.76K Buy
+62
New +$6.4K ﹤0.01% 737

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Opal Wealth Advisors's CPT Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Camden Property Trust (CPT) in Q3 2024, closing a stake of 62 shares — an estimated $6.76K sold.

Opal Wealth Advisors first reported a position in CPT in Q2 2024 and held it in 1 quarter. The position peaked at $6.76K in Q2 2024. 586 funds tracked by Wall St. Rank hold CPT as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Camden Property Trust position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 62 Camden Property Trust shares in Q3 2024, an estimated $6.76K.
  • Opal Wealth Advisors first reported a position in Camden Property Trust in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Camden Property Trust position peaked at $6.76K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.