TCI Wealth Advisors’s CBL Properties CBL Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-202	Closed	-$5.18K	–	528
2023 Q1	$5.18K	Buy	+202	New	+$5.16K	﹤0.01%	1503

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

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

TCI Wealth Advisors's CBL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CBL Properties (CBL) in Q2 2023, closing a stake of 202 shares — an estimated $5.18K sold.

TCI Wealth Advisors first reported a position in CBL in Q1 2023 and held it in 1 quarter. The position peaked at $5.18K in Q1 2023. 101 funds tracked by Wall St. Rank hold CBL as of Q2 2023.

TCI Wealth Advisors reported no remaining CBL Properties position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 202 CBL Properties shares in Q2 2023, an estimated $5.18K.
TCI Wealth Advisors first reported a position in CBL Properties in Q1 2023 and held it in 1 quarter.
TCI Wealth Advisors's CBL Properties position peaked at $5.18K in Q1 2023.
101 funds tracked by Wall St. Rank held CBL Properties as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.