WQ
CXP

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

Wealth Quarterback’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
Q3 		$2K Buy
65
+1
+2% +$17 ﹤0.01% 757
2021
Q2 		$2K Buy
+64
New +$1.15K ﹤0.01% 785
2020
Q2 		– Sell
-59
Closed -$738 – 883
2020
Q1 		$738 Buy
59
+1
+2% +$19 ﹤0.01% 860
2019
Q4 		$1.21K Buy
+58
New +$1.19K ﹤0.01% 820

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Quarterback's CXP Position: Q3 2021 in Review

Wealth Quarterback increased its COLUMBIA PROPERTY TRUST, INC. (CXP) stake by 1.6% in Q3 2021, buying an estimated $17 and bringing the position to 65 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Wealth Quarterback first reported a position in CXP in Q4 2019 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold CXP as of Q3 2021.

  • Wealth Quarterback held 65 shares of COLUMBIA PROPERTY TRUST, INC. worth $2K as of Q3 2021.
  • Wealth Quarterback bought 1 COLUMBIA PROPERTY TRUST, INC. share in Q3 2021, an estimated $17.
  • COLUMBIA PROPERTY TRUST, INC. made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #757 holding.
  • Wealth Quarterback first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2019 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.