KCS Wealth Advisory »

Cbl & Assoc Pptys shares owned by KCS Wealth Advisory

Quarter-by-quarter ownership of Cbl & Assoc Pptys (CBL) shares owned by KCS Wealth Advisory from 13F filings

Historical chart of KCS Wealth Advisory investment in Cbl & Assoc Pptys

Tip: Access up to 7 years of quarterly data

All positions including Cbl & Assoc Pptys held by KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cbl & Assoc Pptys by KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 49k 20.98
2023-06-30 $1.1M 51k 22.04
2023-03-31 $972k 38k 25.64

More positions owned by KCS Wealth Advisory

Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Alphabet Cap Stk Cl C (GOOG)
Novo-nordisk A S Adr (NVO)
Applied Materials (AMAT)
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)
Comcast Corp Cl A (CMCSA)

View all positions for KCS Wealth Advisory

Top funds holding Cbl & Assoc Pptys

Canyon Capital Advisors
Oaktree Capital Management
BlackRock
BlackRock
Vanguard Group
Strategic Value Partners
Caption Management
State Street Corporation
Mirae Asset Global Etfs Holdings
Geode Capital Management
Arrowstreet Capital, Limited Partnership
ValueWorks
Charles Schwab Investment Management
Renaissance Technologies
Taconic Capital Advisors

View all funds holding Cbl & Assoc Pptys