BCWM
CBL

Bartlett & Co Wealth Management’s CBL Properties CBL Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-17
Closed -$438 – 1145
2023
Q4 		$438 Sell
17
-116
-87% -$2.59K ﹤0.01% 1199
2023
Q3 		$2.79K Sell
133
-13
-9% -$283 ﹤0.01% 1050
2023
Q2 		$3.22K Buy
+146
New +$3.42K ﹤0.01% 1032

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
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Bartlett & Co Wealth Management's CBL Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of CBL Properties (CBL) in Q1 2024, closing a stake of 17 shares — an estimated $438 sold.

Bartlett & Co Wealth Management first reported a position in CBL in Q2 2023 and held it in 3 quarters. The position peaked at $3.22K in Q2 2023. 115 funds tracked by Wall St. Rank hold CBL as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining CBL Properties position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 17 CBL Properties shares in Q1 2024, an estimated $438.
  • Bartlett & Co Wealth Management first reported a position in CBL Properties in Q2 2023 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's CBL Properties position peaked at $3.22K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held CBL Properties as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.