Sugarloaf Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-2,200	Closed	-$42K	–	799
2021 Q3	$42K	Buy	2,200 +24	+1%	+$418	0.01%	302
2021 Q2	$38K	Buy	2,176 +24	+1%	+$432	0.01%	315
2021 Q1	$37	Sell	2,152 -949	-31%	-$14K	0.01%	317
2020 Q4	$44K	Hold	3,101	–	–	0.01%	265
2020 Q3	$34K	Buy	3,101 +7	+0.2%	+$83	0.01%	288
2020 Q2	$41K	Buy	3,094 +7	+0.2%	+$92	0.02%	266
2020 Q1	$39K	Buy	3,087 +9	+0.3%	+$169	0.02%	247
2019 Q4	$64K	Buy	+3,078	New	+$63.1K	0.03%	226

Other funds holding CXP

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

Sugarloaf Wealth Management's CXP Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2021, closing a stake of 2,200 shares — an estimated $42K sold.

Sugarloaf Wealth Management first reported a position in CXP in Q4 2019 and held it in 8 quarters. The position peaked at $64K in Q4 2019. 1 fund tracked by Wall St. Rank holds CXP as of Q4 2021.

Sugarloaf Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 2,200 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2021, an estimated $42K.
Sugarloaf Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2019 and held it in 8 quarters.
Sugarloaf Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $64K in Q4 2019.
1 fund tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.