AWM
CBL

Avior Wealth Management’s CBL Properties CBL Stock Holding History

Avior Wealth Management’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$137 – 2499
2024
Q1 		$137 Buy
+6
New +$142 ﹤0.01% 3044

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SVP
Strategic Value Partners Greenwich, Connecticut $133M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's CBL Position: Q2 2024 in Review

Avior Wealth Management sold out of CBL Properties (CBL) in Q2 2024, closing a stake of 6 shares — an estimated $137 sold.

Avior Wealth Management first reported a position in CBL in Q1 2024 and held it in 1 quarter. The position peaked at $137 in Q1 2024. 111 funds tracked by Wall St. Rank hold CBL as of Q2 2024.

  • Avior Wealth Management reported no remaining CBL Properties position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 CBL Properties shares in Q2 2024, an estimated $137.
  • Avior Wealth Management first reported a position in CBL Properties in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's CBL Properties position peaked at $137 in Q1 2024.
  • 111 funds tracked by Wall St. Rank held CBL Properties as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.