TWM
CBL

Tradition Wealth Management’s CBL Properties CBL Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-136
Closed -$3K – 497
2023
Q4 		$3K Hold
136
– – ﹤0.01% 1220
2023
Q3 		$3K Hold
136
– – ﹤0.01% 1282
2023
Q2 		$3K Hold
136
– – ﹤0.01% 1315
2023
Q1 		$3K Buy
+136
New +$3.47K ﹤0.01% 1237

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Tradition Wealth Management's CBL Position: Q1 2024 in Review

Tradition Wealth Management sold out of CBL Properties (CBL) in Q1 2024, closing a stake of 136 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in CBL in Q1 2023 and held it in 4 quarters. The position peaked at $3K in Q4 2023. 115 funds tracked by Wall St. Rank hold CBL as of Q1 2024.

  • Tradition Wealth Management reported no remaining CBL Properties position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 136 CBL Properties shares in Q1 2024, an estimated $3K.
  • Tradition Wealth Management first reported a position in CBL Properties in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's CBL Properties position peaked at $3K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held CBL Properties as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.