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Plante Moran Financial Advisors’s COPT Defense Properties CDP Stock Holding History

Plante Moran 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
2022
Q4 		– Sell
-182
Closed -$4K – 878
2022
Q3 		$4K Buy
+182
New +$4.77K ﹤0.01% 720
2013
Q3 		– Sell
-220
Closed -$6K – 637
2013
Q2 		$6K Buy
+220
New +$6.06K ﹤0.01% 422

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Plante Moran Financial Advisors's CDP Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of COPT Defense Properties (CDP) in Q4 2022, closing a stake of 182 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in CDP in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2013. 243 funds tracked by Wall St. Rank hold CDP as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining COPT Defense Properties position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 182 COPT Defense Properties shares in Q4 2022, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in COPT Defense Properties in Q2 2013 and held it in 2 quarters.
  • Plante Moran Financial Advisors's COPT Defense Properties position peaked at $6K in Q2 2013.
  • 243 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.