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Sutton Wealth Advisors’s COPT Defense Properties CDP Stock Holding History

Sutton Wealth Advisors’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
-17
Closed -$445 – 1647
2022
Q2 		$445 Hold
17
– – ﹤0.01% 1485
2022
Q1 		$485 Hold
17
– – ﹤0.01% 1490
2021
Q4 		$475 Buy
+17
New +$469 ﹤0.01% 1538

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RC
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sutton Wealth Advisors's CDP Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of COPT Defense Properties (CDP) in Q3 2022, closing a stake of 17 shares — an estimated $445 sold.

Sutton Wealth Advisors first reported a position in CDP in Q4 2021 and held it in 3 quarters. The position peaked at $485 in Q1 2022. 231 funds tracked by Wall St. Rank hold CDP as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining COPT Defense Properties position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 17 COPT Defense Properties shares in Q3 2022, an estimated $445.
  • Sutton Wealth Advisors first reported a position in COPT Defense Properties in Q4 2021 and held it in 3 quarters.
  • Sutton Wealth Advisors's COPT Defense Properties position peaked at $485 in Q1 2022.
  • 231 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.