PWP
CSR

Personal Wealth Partners’s Centerspace CSR Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-16
Closed -$1K – 147
2021
Q2 		$1K Buy
+16
New +$1.15K ﹤0.01% 406
2020
Q1 		– Sell
-90
Closed -$7K – 176
2019
Q4 		$7K Hold
90
– – ﹤0.01% 253
2019
Q3 		$7K Hold
90
– – ﹤0.01% 257
2019
Q2 		$5K Buy
+90
New +$5.36K ﹤0.01% 242

Other funds holding CSR

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Personal Wealth Partners's CSR Position: Q3 2021 in Review

Personal Wealth Partners sold out of Centerspace (CSR) in Q3 2021, closing a stake of 16 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in CSR in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 170 funds tracked by Wall St. Rank hold CSR as of Q3 2021.

  • Personal Wealth Partners reported no remaining Centerspace position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 16 Centerspace shares in Q3 2021, an estimated $1K.
  • Personal Wealth Partners first reported a position in Centerspace in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Centerspace position peaked at $7K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Centerspace as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.