SeaCrest Wealth Management’s COPT Defense Properties CDP Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-2,200	Closed	-$58K	–	764
2022 Q2	$58K	Buy	+2,200	New	+$59.4K	0.01%	1050
2019 Q2	–	Sell	-2,200	Closed	-$60K	–	723
2019 Q1	$60K	Hold	2,200	–	–	0.01%	872
2018 Q4	$46K	Hold	2,200	–	–	0.01%	925
2018 Q3	$66K	Hold	2,200	–	–	0.01%	898
2018 Q2	$64K	Hold	2,200	–	–	0.01%	884
2018 Q1	$57K	Hold	2,200	–	–	0.01%	896
2017 Q4	$64K	Buy	+2,200	New	+$69K	0.01%	862

Other funds holding CDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SeaCrest Wealth Management's CDP Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of COPT Defense Properties (CDP) in Q3 2022, closing a stake of 2,200 shares — an estimated $58K sold.

SeaCrest Wealth Management first reported a position in CDP in Q4 2017 and held it in 7 quarters. The position peaked at $66K in Q3 2018. 231 funds tracked by Wall St. Rank hold CDP as of Q3 2022.

SeaCrest Wealth Management reported no remaining COPT Defense Properties position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,200 COPT Defense Properties shares in Q3 2022, an estimated $58K.
SeaCrest Wealth Management first reported a position in COPT Defense Properties in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's COPT Defense Properties position peaked at $66K in Q3 2018.
231 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.