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Baldwin Wealth Partners’s CBRE Group CBRE Stock Holding History

Baldwin Wealth 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
2024
Q3 		– Sell
-20
Closed -$1.78K – 1098
2024
Q2 		$1.78K Buy
+20
New +$1.77K ﹤0.01% 668

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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
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Principal Financial Group
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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

Baldwin Wealth Partners's CBRE Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of CBRE Group (CBRE) in Q3 2024, closing a stake of 20 shares — an estimated $1.78K sold.

Baldwin Wealth Partners first reported a position in CBRE in Q2 2024 and held it in 1 quarter. The position peaked at $1.78K in Q2 2024. 865 funds tracked by Wall St. Rank hold CBRE as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining CBRE Group position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 20 CBRE Group shares in Q3 2024, an estimated $1.78K.
  • Baldwin Wealth Partners first reported a position in CBRE Group in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's CBRE Group position peaked at $1.78K in Q2 2024.
  • 865 funds tracked by Wall St. Rank held CBRE Group as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.