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Ariadne Wealth Management’s CBRE Group CBRE Stock Holding History

Ariadne Wealth Management’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
Q3 		– Sell
-1,132
Closed -$354K – 230
2024
Q2 		$354K Buy
+1,132
New +$100K 0.27% 84

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Harris Associates
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ariadne Wealth Management's CBRE Position: Q3 2024 in Review

Ariadne Wealth Management sold out of CBRE Group (CBRE) in Q3 2024, closing a stake of 1,132 shares — an estimated $354K sold.

Ariadne Wealth Management first reported a position in CBRE in Q2 2024 and held it in 1 quarter. The position peaked at $354K in Q2 2024. 865 funds tracked by Wall St. Rank hold CBRE as of Q3 2024.

  • Ariadne Wealth Management reported no remaining CBRE Group position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 1,132 CBRE Group shares in Q3 2024, an estimated $354K.
  • Ariadne Wealth Management first reported a position in CBRE Group in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's CBRE Group position peaked at $354K in Q2 2024.
  • 865 funds tracked by Wall St. Rank held CBRE Group as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.