Amplius Wealth Advisors’s CBRE Group CBRE Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-266	Closed	-$28K	–	276
2021 Q4	$28K	Buy	+266	New	+$27.3K	﹤0.01%	414

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Amplius Wealth Advisors's CBRE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of CBRE Group (CBRE) in Q1 2022, closing a stake of 266 shares — an estimated $28K sold.

Amplius Wealth Advisors first reported a position in CBRE in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 760 funds tracked by Wall St. Rank hold CBRE as of Q1 2022.

Amplius Wealth Advisors reported no remaining CBRE Group position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 266 CBRE Group shares in Q1 2022, an estimated $28K.
Amplius Wealth Advisors first reported a position in CBRE Group in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's CBRE Group position peaked at $28K in Q4 2021.
760 funds tracked by Wall St. Rank held CBRE Group as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.