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Kingswood Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Kingswood Wealth Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,941
Closed -$274K – 656
2023
Q3 		$274K Buy
+1,941
New +$317K 0.05% 337

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Kingswood Wealth Advisors's JLL Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of Jones Lang LaSalle (JLL) in Q4 2023, closing a stake of 1,941 shares — an estimated $274K sold.

Kingswood Wealth Advisors first reported a position in JLL in Q3 2023 and held it in 1 quarter. The position peaked at $274K in Q3 2023. 394 funds tracked by Wall St. Rank hold JLL as of Q4 2023.

  • Kingswood Wealth Advisors reported no remaining Jones Lang LaSalle position as of Q4 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,941 Jones Lang LaSalle shares in Q4 2023, an estimated $274K.
  • Kingswood Wealth Advisors first reported a position in Jones Lang LaSalle in Q3 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Jones Lang LaSalle position peaked at $274K in Q3 2023.
  • 394 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.