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Advisornet Financial’s Cushman & Wakefield Ltd CWK Stock Holding History

Advisornet Financial’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-55
Closed -$594 – 2152
2023
Q4 		$594 Hold
55
– – ﹤0.01% 2050
2023
Q3 		$419 Buy
55
+2
+4% +$18 ﹤0.01% 2019
2023
Q2 		$434 Sell
53
-3
-5% -$26 ﹤0.01% 2086
2023
Q1 		$590 Buy
56
+10
+22% +$129 ﹤0.01% 2025
2022
Q4 		$573 Buy
+46
New +$532 ﹤0.01% 2002

Other funds holding CWK

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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Advisornet Financial's CWK Position: Q1 2024 in Review

Advisornet Financial sold out of Cushman & Wakefield Ltd (CWK) in Q1 2024, closing a stake of 55 shares — an estimated $594 sold.

Advisornet Financial first reported a position in CWK in Q4 2022 and held it in 5 quarters. The position peaked at $594 in Q4 2023. 233 funds tracked by Wall St. Rank hold CWK as of Q1 2024.

  • Advisornet Financial reported no remaining Cushman & Wakefield Ltd position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 55 Cushman & Wakefield Ltd shares in Q1 2024, an estimated $594.
  • Advisornet Financial first reported a position in Cushman & Wakefield Ltd in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Cushman & Wakefield Ltd position peaked at $594 in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.