KWA
CBL

KCS Wealth Advisory’s CBL Properties CBL Stock Holding History

KCS Wealth Advisory’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
2023
Q3 		$1.04M Sell
49,336
-1,486
-3% -$32.3K 0.44% 64
2023
Q2 		$1.12M Buy
50,822
+12,912
+34% +$303K 0.39% 69
2023
Q1 		$972K Buy
+37,910
New +$968K 0.37% 75

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
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

KCS Wealth Advisory's CBL Position: Q3 2023 in Review

KCS Wealth Advisory reduced its CBL Properties (CBL) stake by 2.9% in Q3 2023, selling an estimated $32.3K and leaving 49,336 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #64.

KCS Wealth Advisory first reported a position in CBL in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.12M in Q2 2023. 96 funds tracked by Wall St. Rank hold CBL as of Q3 2023.

  • KCS Wealth Advisory held 49,336 shares of CBL Properties worth $1.04M as of Q3 2023.
  • KCS Wealth Advisory sold 1,486 CBL Properties shares in Q3 2023, an estimated $32.3K.
  • CBL Properties made up 0.44% of KCS Wealth Advisory's portfolio in Q3 2023, its #64 holding.
  • KCS Wealth Advisory first reported a position in CBL Properties in Q1 2023 and has held it in 3 quarters since.
  • KCS Wealth Advisory's CBL Properties position peaked at $1.12M in Q2 2023.
  • 96 funds tracked by Wall St. Rank held CBL Properties as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.