AIP
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Almanack Investment Partners’s CBRE Group CBRE Stock Holding History

Almanack Investment Partners’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
-89
Closed -$7K – 337
2022
Q3 		$7K Buy
+89
New +$7.05K ﹤0.01% 526

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Harris Associates
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Fidelity Investments
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VH
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Almanack Investment Partners's CBRE Position: Q4 2022 in Review

Almanack Investment Partners sold out of CBRE Group (CBRE) in Q4 2022, closing a stake of 89 shares — an estimated $7K sold.

Almanack Investment Partners first reported a position in CBRE in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 702 funds tracked by Wall St. Rank hold CBRE as of Q4 2022.

  • Almanack Investment Partners reported no remaining CBRE Group position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 89 CBRE Group shares in Q4 2022, an estimated $7K.
  • Almanack Investment Partners first reported a position in CBRE Group in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's CBRE Group position peaked at $7K in Q3 2022.
  • 702 funds tracked by Wall St. Rank held CBRE Group as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.