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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

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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
Strategic Value Partners
Vanguard Group
Caption Management
Charles Schwab Investment Management
Allianz Asset Management
Citadel Advisors
Wolverine Trading
Bank of New York Mellon
Man Group
Goldman Sachs Group
Iszo Capital Management
Parallax Volatility Advisers
Jpmorgan Chase & Co
Dimensional Fund Advisors

View all funds holding Cbl & Assoc Pptys