TCI Wealth Advisors’s Camden Property Trust CPT Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-21	Closed	-$2.2K	–	652
2023 Q1	$2.2K	Hold	21	–	–	﹤0.01%	1945
2022 Q4	$2.35K	Buy	21 +6	+40%	+$687	﹤0.01%	1934
2022 Q3	$2K	Sell	15 -30	-67%	-$4K	﹤0.01%	1911
2022 Q2	$6K	Buy	45 +30	+200%	+$4.45K	﹤0.01%	1332
2022 Q1	$2K	Buy	+15	New	+$2.47K	﹤0.01%	1964
2020 Q4	–	Sell	-83	Closed	-$7K	–	1557
2020 Q3	$7K	Hold	83	–	–	﹤0.01%	663
2020 Q2	$8K	Hold	83	–	–	﹤0.01%	618
2020 Q1	$7K	Hold	83	–	–	﹤0.01%	632
2019 Q4	$9K	Hold	83	–	–	﹤0.01%	720
2019 Q3	$9K	Hold	83	–	–	﹤0.01%	661
2019 Q2	$9K	Hold	83	–	–	﹤0.01%	639
2019 Q1	$8K	Hold	83	–	–	﹤0.01%	669
2018 Q4	$7K	Hold	83	–	–	﹤0.01%	697
2018 Q3	$8K	Sell	83 -3	-3%	-$279	﹤0.01%	682
2018 Q2	$8K	Buy	86 +3	+4%	+$261	﹤0.01%	673
2018 Q1	$7K	Hold	83	–	–	﹤0.01%	675
2017 Q4	$8K	Hold	83	–	–	﹤0.01%	672
2017 Q3	$8K	Hold	83	–	–	﹤0.01%	637
2017 Q2	$7K	Hold	83	–	–	﹤0.01%	659
2017 Q1	$7K	Hold	83	–	–	﹤0.01%	643
2016 Q4	$7K	Buy	+83	New	+$6.6K	﹤0.01%	698
2015 Q2	–	Sell	-67	Closed	-$5K	–	962
2015 Q1	$5K	Hold	67	–	–	﹤0.01%	562
2014 Q4	$5K	Hold	67	–	–	﹤0.01%	550
2014 Q3	$5K	Buy	+67	New	+$4.85K	﹤0.01%	558

Other funds holding CPT

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TCI Wealth Advisors's CPT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Camden Property Trust (CPT) in Q2 2023, closing a stake of 21 shares — an estimated $2.2K sold.

TCI Wealth Advisors first reported a position in CPT in Q3 2014 and held it in 24 quarters. The position peaked at $9K in Q4 2019. 493 funds tracked by Wall St. Rank hold CPT as of Q2 2023.

TCI Wealth Advisors reported no remaining Camden Property Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 21 Camden Property Trust shares in Q2 2023, an estimated $2.2K.
TCI Wealth Advisors first reported a position in Camden Property Trust in Q3 2014 and held it in 24 quarters.
TCI Wealth Advisors's Camden Property Trust position peaked at $9K in Q4 2019.
493 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.