KCS Wealth Advisory’s SL Green Realty SLG Stock Holding History

KCS Wealth Advisory’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
2022 Q3	–	Sell	-6,872	Closed	-$317K	–	155
2022 Q2	$317K	Buy	+6,872	New	+$437K	0.14%	121
2021 Q4	–	Sell	-8,008	Closed	-$567K	–	165
2021 Q3	$567K	Sell	8,008 -8,096	-50%	-$591K	0.27%	93
2021 Q2	$1.29M	Buy	16,104 +48	+0.3%	+$3.65K	0.61%	57
2021 Q1	$1.12M	Buy	+16,056	New	+$1.08M	0.58%	63
2020 Q4	–	Sell	-21,859	Closed	-$981K	–	151
2020 Q3	$981K	Buy	21,859 +216	+1%	+$10K	0.78%	47
2020 Q2	$1.03M	Buy	+21,643	New	+$993K	0.85%	42
2019 Q2	–	Sell	-2,296	Closed	-$200K	–	158
2019 Q1	$200K	Buy	+2,296	New	+$199K	0.17%	143

Other funds holding SLG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCS Wealth Advisory's SLG Position: Q3 2022 in Review

KCS Wealth Advisory sold out of SL Green Realty (SLG) in Q3 2022, closing a stake of 6,872 shares — an estimated $317K sold.

KCS Wealth Advisory first reported a position in SLG in Q1 2019 and held it in 7 quarters. The position peaked at $1.29M in Q2 2021. 308 funds tracked by Wall St. Rank hold SLG as of Q3 2022.

KCS Wealth Advisory reported no remaining SL Green Realty position as of Q3 2022 after selling out during the quarter.
KCS Wealth Advisory sold 6,872 SL Green Realty shares in Q3 2022, an estimated $317K.
KCS Wealth Advisory first reported a position in SL Green Realty in Q1 2019 and held it in 7 quarters.
KCS Wealth Advisory's SL Green Realty position peaked at $1.29M in Q2 2021.
308 funds tracked by Wall St. Rank held SL Green Realty as of Q3 2022.

Based on KCS Wealth Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.