KPW
CBL

Kore Private Wealth’s CBL Properties CBL Stock Holding History

Kore Private Wealth’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
2022
Q3 		$498K Hold
19,444
– – 0.09% 138
2022
Q2 		$457K Hold
19,444
– – 0.07% 171
2022
Q1 		$640K Buy
19,444
+4,182
+27% +$121K 0.08% 150
2021
Q4 		$476K Buy
+15,262
New +$461K 0.06% 176

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
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kore Private Wealth's CBL Position: Q3 2022 in Review

Kore Private Wealth held its CBL Properties (CBL) position steady in Q3 2022 at 19,444 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #138.

Kore Private Wealth first reported a position in CBL in Q4 2021 and has held it in 4 quarters since. The position peaked at $640K in Q1 2022. 95 funds tracked by Wall St. Rank hold CBL as of Q3 2022.

  • Kore Private Wealth held 19,444 shares of CBL Properties worth $498K as of Q3 2022.
  • Kore Private Wealth left its CBL Properties share count unchanged in Q3 2022.
  • CBL Properties made up 0.09% of Kore Private Wealth's portfolio in Q3 2022, its #138 holding.
  • Kore Private Wealth first reported a position in CBL Properties in Q4 2021 and has held it in 4 quarters since.
  • Kore Private Wealth's CBL Properties position peaked at $640K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held CBL Properties as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.