Orgel Wealth Management’s Centerspace CSR Stock Holding History

Orgel Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-4,385	Closed	-$310K	–	54
2020 Q2	$310K	Buy	+4,385	New	+$280K	0.12%	35

Other funds holding CSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orgel Wealth Management's CSR Position: Q3 2020 in Review

Orgel Wealth Management sold out of Centerspace (CSR) in Q3 2020, closing a stake of 4,385 shares — an estimated $310K sold.

Orgel Wealth Management first reported a position in CSR in Q2 2020 and held it in 1 quarter. The position peaked at $310K in Q2 2020. 142 funds tracked by Wall St. Rank hold CSR as of Q3 2020.

Orgel Wealth Management reported no remaining Centerspace position as of Q3 2020 after selling out during the quarter.
Orgel Wealth Management sold 4,385 Centerspace shares in Q3 2020, an estimated $310K.
Orgel Wealth Management first reported a position in Centerspace in Q2 2020 and held it in 1 quarter.
Orgel Wealth Management's Centerspace position peaked at $310K in Q2 2020.
142 funds tracked by Wall St. Rank held Centerspace as of Q3 2020.

Based on Orgel Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.