WealthPLAN Partners’s CBL Properties CBL Stock Holding History

WealthPLAN Partners’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	-1	Closed	-$26	–	1279
2023 Q1	$26	Buy	+1	New	+$26	﹤0.01%	1313

Other funds holding CBL

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

SVP

Strategic Value Partners Greenwich, Connecticut $171M AUM

Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

WealthPLAN Partners's CBL Position: Q2 2023 in Review

WealthPLAN Partners sold out of CBL Properties (CBL) in Q2 2023, closing a stake of 1 share — an estimated $26 sold.

WealthPLAN Partners first reported a position in CBL in Q1 2023 and held it in 1 quarter. The position peaked at $26 in Q1 2023. 100 funds tracked by Wall St. Rank hold CBL as of Q2 2023.

WealthPLAN Partners reported no remaining CBL Properties position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 1 CBL Properties share in Q2 2023, an estimated $26.
WealthPLAN Partners first reported a position in CBL Properties in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's CBL Properties position peaked at $26 in Q1 2023.
100 funds tracked by Wall St. Rank held CBL Properties as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.