180 Wealth Advisors’s CBRE Group CBRE Stock Holding History

180 Wealth Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,300	Closed	-$233K	–	378
2021 Q4	$233K	Sell	2,300 -142	-6%	-$14.6K	0.05%	321
2021 Q3	$248K	Sell	2,442 -711	-23%	-$66.1K	0.05%	316
2021 Q2	$304K	Buy	+3,153	New	+$269K	0.07%	276

Other funds holding CBRE

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

180 Wealth Advisors's CBRE Position: Q1 2022 in Review

180 Wealth Advisors sold out of CBRE Group (CBRE) in Q1 2022, closing a stake of 2,300 shares — an estimated $233K sold.

180 Wealth Advisors first reported a position in CBRE in Q2 2021 and held it in 3 quarters. The position peaked at $304K in Q2 2021. 761 funds tracked by Wall St. Rank hold CBRE as of Q1 2022.

180 Wealth Advisors reported no remaining CBRE Group position as of Q1 2022 after selling out during the quarter.
180 Wealth Advisors sold 2,300 CBRE Group shares in Q1 2022, an estimated $233K.
180 Wealth Advisors first reported a position in CBRE Group in Q2 2021 and held it in 3 quarters.
180 Wealth Advisors's CBRE Group position peaked at $304K in Q2 2021.
761 funds tracked by Wall St. Rank held CBRE Group as of Q1 2022.

Based on 180 Wealth Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.