AWM
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Accurate Wealth Management’s CBRE Group CBRE Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-95
Closed -$7.86K – 424
2022
Q4 		$7.86K Buy
+95
New +$7.02K ﹤0.01% 916

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Accurate Wealth Management's CBRE Position: Q1 2023 in Review

Accurate Wealth Management sold out of CBRE Group (CBRE) in Q1 2023, closing a stake of 95 shares — an estimated $7.86K sold.

Accurate Wealth Management first reported a position in CBRE in Q4 2022 and held it in 1 quarter. The position peaked at $7.86K in Q4 2022. 708 funds tracked by Wall St. Rank hold CBRE as of Q1 2023.

  • Accurate Wealth Management reported no remaining CBRE Group position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 95 CBRE Group shares in Q1 2023, an estimated $7.86K.
  • Accurate Wealth Management first reported a position in CBRE Group in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's CBRE Group position peaked at $7.86K in Q4 2022.
  • 708 funds tracked by Wall St. Rank held CBRE Group as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.