PWP
CPT icon

Personal Wealth Partners’s Camden Property Trust CPT Stock Holding History

Personal Wealth Partners’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
-5
Closed -$1K – 171
2019
Q4 		$1K Hold
5
– – ﹤0.01% 399
2019
Q3 		$1K Buy
+5
New +$538 ﹤0.01% 412

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

Personal Wealth Partners's CPT Position: Q1 2020 in Review

Personal Wealth Partners sold out of Camden Property Trust (CPT) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in CPT in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 408 funds tracked by Wall St. Rank hold CPT as of Q1 2020.

  • Personal Wealth Partners reported no remaining Camden Property Trust position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 5 Camden Property Trust shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Camden Property Trust in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Camden Property Trust position peaked at $1K in Q4 2019.
  • 408 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.