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Atria Wealth Solutions’s CBRE Group CBRE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$479K Sell
3,422
-1,835
-35% -$232K 0.01% 928
2025
Q1 		$688K Sell
5,257
-5,138
-49% -$698K 0.01% 1043
2024
Q4 		$1.36M Buy
+10,395
New +$1.36M 0.02% 801
2022
Q3 		– Sell
-7,302
Closed -$538K – 1765
2022
Q2 		$538K Buy
7,302
+327
+5% +$26.3K 0.01% 934
2022
Q1 		$638K Buy
+6,975
New +$680K 0.01% 932

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