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Accurate Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Accurate Wealth Management’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17
Closed -$2.87K – 856
2022
Q4 		$2.87K Buy
+17
New +$2.71K ﹤0.01% 1128

Other funds holding JLL

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's JLL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Jones Lang LaSalle (JLL) in Q1 2023, closing a stake of 17 shares — an estimated $2.87K sold.

Accurate Wealth Management first reported a position in JLL in Q4 2022 and held it in 1 quarter. The position peaked at $2.87K in Q4 2022. 383 funds tracked by Wall St. Rank hold JLL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Jones Lang LaSalle position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 17 Jones Lang LaSalle shares in Q1 2023, an estimated $2.87K.
  • Accurate Wealth Management first reported a position in Jones Lang LaSalle in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Jones Lang LaSalle position peaked at $2.87K in Q4 2022.
  • 383 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.