RPWA
CXP

Regent Peak Wealth Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CXP Stock Details CXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-32
Closed – – 1128
2020
Q4 		$0 Buy
+32
New +$407 ﹤0.01% 1162

Other funds holding CXP

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's CXP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q1 2021, closing a stake of 32 shares.

Regent Peak Wealth Advisors first reported a position in CXP in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 197 funds tracked by Wall St. Rank hold CXP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 32 COLUMBIA PROPERTY TRUST, INC. shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $0 in Q4 2020.
  • 197 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.