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CWS Financial Advisors’s SL Green Realty SLG Stock Holding History

CWS Financial Advisors’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,431
Closed -$450K – 160
2022
Q4 		$450K Sell
6,431
-3,011
-32% -$114K 0.19% 81
2022
Q3 		$379K Sell
9,442
-4
-0% -$186 0.18% 91
2022
Q2 		$436K Buy
9,446
+2,615
+38% +$166K 0.2% 87
2022
Q1 		$555K Buy
6,831
+184
+3% +$14.5K 0.21% 78
2021
Q4 		$491K Buy
+6,647
New +$489K 0.17% 88
2021
Q2 		$514K Hold
6,431
– – 0.2% 76
2021
Q1 		$450K Buy
6,431
+817
+15% +$55.1K 0.19% 81
2020
Q4 		$344K Sell
5,614
-905
-14% -$47.9K 0.2% 89
2020
Q3 		$293K Hold
6,519
– – 0.19% 95
2020
Q2 		$311K Buy
6,519
+451
+7% +$20.7K 0.22% 93
2020
Q1 		$540K Hold
6,068
– – 0.4% 51
2019
Q4 		$540K Buy
+6,068
New +$499K 0.39% 52

Other funds holding SLG

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CWS Financial Advisors's SLG Position: Q1 2023 in Review

CWS Financial Advisors sold out of SL Green Realty (SLG) in Q1 2023, closing a stake of 6,431 shares — an estimated $450K sold.

CWS Financial Advisors first reported a position in SLG in Q4 2019 and held it in 12 quarters. The position peaked at $555K in Q1 2022. 266 funds tracked by Wall St. Rank hold SLG as of Q1 2023.

  • CWS Financial Advisors reported no remaining SL Green Realty position as of Q1 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 6,431 SL Green Realty shares in Q1 2023, an estimated $450K.
  • CWS Financial Advisors first reported a position in SL Green Realty in Q4 2019 and held it in 12 quarters.
  • CWS Financial Advisors's SL Green Realty position peaked at $555K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2023.

Based on CWS Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.