RTC
CDP icon

Riverview Trust Company’s COPT Defense Properties CDP Stock Holding History

Riverview Trust Company’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
-964
Closed -$22K – 733
2022
Q3 		$22K Hold
964
– – 0.02% 342
2022
Q2 		$25K Hold
964
– – 0.02% 328
2022
Q1 		$28K Buy
+964
New +$26K 0.02% 340

Other funds holding CDP

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Riverview Trust Company's CDP Position: Q4 2022 in Review

Riverview Trust Company sold out of COPT Defense Properties (CDP) in Q4 2022, closing a stake of 964 shares — an estimated $22K sold.

Riverview Trust Company first reported a position in CDP in Q1 2022 and held it in 3 quarters. The position peaked at $28K in Q1 2022. 244 funds tracked by Wall St. Rank hold CDP as of Q4 2022.

  • Riverview Trust Company reported no remaining COPT Defense Properties position as of Q4 2022 after selling out during the quarter.
  • Riverview Trust Company sold 964 COPT Defense Properties shares in Q4 2022, an estimated $22K.
  • Riverview Trust Company first reported a position in COPT Defense Properties in Q1 2022 and held it in 3 quarters.
  • Riverview Trust Company's COPT Defense Properties position peaked at $28K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.