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Valeo Financial Advisors’s Camden Property Trust CPT Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-25
Closed -$2K – 1700
2020
Q2 		$2K Buy
+25
New +$2.21K ﹤0.01% 1737
2018
Q4 		– Sell
-12
Closed -$1.1K – 1524
2018
Q3 		$1K Hold
12
– – ﹤0.01% 1596
2018
Q2 		$1K Hold
12
– – ﹤0.01% 1439
2018
Q1 		$1K Hold
12
– – ﹤0.01% 1413
2017
Q4 		$1K Buy
+12
New +$1.11K ﹤0.01% 1260

Other funds holding CPT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's CPT Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Camden Property Trust (CPT) in Q3 2020, closing a stake of 25 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in CPT in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q2 2020. 396 funds tracked by Wall St. Rank hold CPT as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Camden Property Trust position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Camden Property Trust shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Camden Property Trust in Q4 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Camden Property Trust position peaked at $2K in Q2 2020.
  • 396 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.