HHM Wealth Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

HHM Wealth Advisors’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
2020 Q4	–	Sell	-62,298	Closed	-$10K	–	580
2020 Q3	$10K	Sell	62,298 -3,000	-5%	-$611	﹤0.01%	396
2020 Q2	$18K	Buy	65,298 +3,000	+5%	+$797	0.01%	317
2020 Q1	$12K	Buy	62,298 +1	+0%	+$1	0.01%	347
2019 Q4	$65K	Buy	62,297 +3,570	+6%	+$4.67K	0.03%	84
2019 Q3	$76K	Hold	58,727	–	–	0.04%	76
2019 Q2	$61K	Buy	58,727 +35,112	+149%	+$40.6K	0.04%	71
2019 Q1	$37K	Buy	+23,615	New	+$50.3K	0.02%	72

Other funds holding CBL

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return

HHM Wealth Advisors's CBL Position: Q4 2020 in Review

HHM Wealth Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 62,298 shares — an estimated $10K sold.

HHM Wealth Advisors first reported a position in CBL in Q1 2019 and held it in 7 quarters. The position peaked at $76K in Q3 2019. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

HHM Wealth Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
HHM Wealth Advisors sold 62,298 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $10K.
HHM Wealth Advisors first reported a position in CBL& Associates Properties, Inc. in Q1 2019 and held it in 7 quarters.
HHM Wealth Advisors's CBL& Associates Properties, Inc. position peaked at $76K in Q3 2019.
12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on HHM Wealth Advisors's 13F filing for Q4 2020, filed 28 Jan 2021.