SWM
CPT icon

Shelton Wealth Management’s Camden Property Trust CPT Stock Holding History

Shelton Wealth Management’s Portfolio CPT Stock Details CPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,341
Closed -$223K – 65
2022
Q1 		$223K Hold
1,341
– – 0.18% 65
2021
Q4 		$240K Buy
+1,341
New +$221K 0.19% 60

Other funds holding CPT

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shelton Wealth Management's CPT Position: Q2 2022 in Review

Shelton Wealth Management sold out of Camden Property Trust (CPT) in Q2 2022, closing a stake of 1,341 shares — an estimated $223K sold.

Shelton Wealth Management first reported a position in CPT in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 511 funds tracked by Wall St. Rank hold CPT as of Q2 2022.

  • Shelton Wealth Management reported no remaining Camden Property Trust position as of Q2 2022 after selling out during the quarter.
  • Shelton Wealth Management sold 1,341 Camden Property Trust shares in Q2 2022, an estimated $223K.
  • Shelton Wealth Management first reported a position in Camden Property Trust in Q4 2021 and held it in 2 quarters.
  • Shelton Wealth Management's Camden Property Trust position peaked at $240K in Q4 2021.
  • 511 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2022.

Based on Shelton Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.