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Advisor Resource Council’s CBRE Group CBRE Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-11,634
Closed -$1.08M – 277
2023
Q4 		$1.08M Buy
+11,634
New +$904K 0.13% 161
2022
Q3 		– Sell
-11,860
Closed -$873K – 203
2022
Q2 		$873K Buy
11,860
+4,403
+59% +$354K 0.08% 209
2022
Q1 		$682K Sell
7,457
-17,373
-70% -$1.69M 0.2% 121
2021
Q4 		$2.69M Buy
24,830
+19,998
+414% +$2.05M 0.21% 97
2021
Q3 		$470K Sell
4,832
-14,213
-75% -$1.32M 0.14% 142
2021
Q2 		$1.63M Buy
+19,045
New +$1.63M 0.17% 134

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Resource Council's CBRE Position: Q1 2024 in Review

Advisor Resource Council sold out of CBRE Group (CBRE) in Q1 2024, closing a stake of 11,634 shares — an estimated $1.08M sold.

Advisor Resource Council first reported a position in CBRE in Q2 2021 and held it in 6 quarters. The position peaked at $2.69M in Q4 2021. 797 funds tracked by Wall St. Rank hold CBRE as of Q1 2024.

  • Advisor Resource Council reported no remaining CBRE Group position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 11,634 CBRE Group shares in Q1 2024, an estimated $1.08M.
  • Advisor Resource Council first reported a position in CBRE Group in Q2 2021 and held it in 6 quarters.
  • Advisor Resource Council's CBRE Group position peaked at $2.69M in Q4 2021.
  • 797 funds tracked by Wall St. Rank held CBRE Group as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.