KWA
VNO icon

KCS Wealth Advisory’s Vornado Realty Trust VNO Stock Holding History

KCS Wealth Advisory’s Portfolio VNO Stock Details VNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,179
Closed -$522K – 154
2021
Q2 		$522K Sell
11,179
-3,504
-24% -$164K 0.25% 96
2021
Q1 		$666K Sell
14,683
-1,890
-11% -$78.3K 0.34% 86
2020
Q4 		$619K Sell
16,573
-9,421
-36% -$344K 0.41% 85
2020
Q3 		$876K Sell
25,994
-345
-1% -$12.3K 0.7% 58
2020
Q2 		$1.01M Buy
26,339
+4,211
+19% +$163K 0.83% 46
2020
Q1 		$801K Buy
22,128
+10,630
+92% +$605K 0.81% 45
2019
Q4 		$765K Sell
11,498
-2,075
-15% -$134K 0.57% 77
2019
Q3 		$864K Buy
13,573
+1,103
+9% +$69.4K 0.6% 69
2019
Q2 		$799K Buy
12,470
+1,811
+17% +$122K 0.63% 71
2019
Q1 		$719K Buy
10,659
+518
+5% +$34.7K 0.63% 76
2018
Q4 		$629K Sell
10,141
-3,382
-25% -$232K 0.66% 69
2018
Q3 		$987K Buy
13,523
+571
+4% +$42.3K 0.92% 31
2018
Q2 		$957K Buy
12,952
+813
+7% +$56.2K 0.89% 30
2018
Q1 		$817K Buy
12,139
+6,699
+123% +$464K 0.74% 45
2017
Q4 		$425K Buy
+5,440
New +$416K 0.41% 97

Other funds holding VNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCS Wealth Advisory's VNO Position: Q3 2021 in Review

KCS Wealth Advisory sold out of Vornado Realty Trust (VNO) in Q3 2021, closing a stake of 11,179 shares — an estimated $522K sold.

KCS Wealth Advisory first reported a position in VNO in Q4 2017 and held it in 15 quarters. The position peaked at $1.01M in Q2 2020. 398 funds tracked by Wall St. Rank hold VNO as of Q3 2021.

  • KCS Wealth Advisory reported no remaining Vornado Realty Trust position as of Q3 2021 after selling out during the quarter.
  • KCS Wealth Advisory sold 11,179 Vornado Realty Trust shares in Q3 2021, an estimated $522K.
  • KCS Wealth Advisory first reported a position in Vornado Realty Trust in Q4 2017 and held it in 15 quarters.
  • KCS Wealth Advisory's Vornado Realty Trust position peaked at $1.01M in Q2 2020.
  • 398 funds tracked by Wall St. Rank held Vornado Realty Trust as of Q3 2021.

Based on KCS Wealth Advisory's 13F filing for Q3 2021, filed 20 Oct 2021.