TWD
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True Wealth Design’s COPT Defense Properties CDP Stock Holding History

True Wealth Design’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
2026
Q1 		$980 Sell
32
-34
-52% -$1.06K ﹤0.01% 1805
2025
Q4 		$1.85K Buy
66
+25
+61% +$721 ﹤0.01% 1480
2025
Q3 		$1.21K Buy
41
+23
+128% +$661 ﹤0.01% 1691
2025
Q2 		$497 Buy
18
+4
+29% +$108 ﹤0.01% 1748
2025
Q1 		$382 Sell
14
-113
-89% -$3.19K ﹤0.01% 1661
2024
Q4 		$3.93K Hold
127
– – ﹤0.01% 581
2024
Q3 		$3.85K Buy
+127
New +$3.62K ﹤0.01% 625

Other funds holding CDP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return