Advocacy Wealth Management Services’s CBRE Group CBRE Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-399	Closed	-$29K	–	52
2022 Q3	$29K	Hold	399	–	–	﹤0.01%	62
2022 Q2	$29K	Buy	399 +102	+34%	+$8.21K	﹤0.01%	69
2022 Q1	$27K	Buy	297 +68	+30%	+$6.63K	﹤0.01%	80
2021 Q4	$25K	Hold	229	–	–	﹤0.01%	82
2021 Q3	$22K	Hold	229	–	–	﹤0.01%	86
2021 Q2	$20K	Hold	229	–	–	﹤0.01%	107
2021 Q1	$18K	Sell	229 -50	-18%	-$3.54K	﹤0.01%	102
2020 Q4	$17K	Hold	279	–	–	﹤0.01%	99
2020 Q3	$13K	Sell	279 -34	-11%	-$1.55K	﹤0.01%	100
2020 Q2	$14K	Sell	313 -268	-46%	-$11.6K	﹤0.01%	97
2020 Q1	$21K	Buy	581 +160	+38%	+$8.84K	﹤0.01%	68
2019 Q4	$26K	Buy	421 +93	+28%	+$5.15K	0.01%	80
2019 Q3	$17K	Hold	328	–	–	0.01%	101
2019 Q2	$17K	Buy	+328	New	+$16.3K	0.01%	106

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Advocacy Wealth Management Services's CBRE Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of CBRE Group (CBRE) in Q4 2022, closing a stake of 399 shares — an estimated $29K sold.

Advocacy Wealth Management Services first reported a position in CBRE in Q2 2019 and held it in 14 quarters. The position peaked at $29K in Q3 2022. 702 funds tracked by Wall St. Rank hold CBRE as of Q4 2022.

Advocacy Wealth Management Services reported no remaining CBRE Group position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 399 CBRE Group shares in Q4 2022, an estimated $29K.
Advocacy Wealth Management Services first reported a position in CBRE Group in Q2 2019 and held it in 14 quarters.
Advocacy Wealth Management Services's CBRE Group position peaked at $29K in Q3 2022.
702 funds tracked by Wall St. Rank held CBRE Group as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.