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Belpointe Asset Management’s Cushman & Wakefield Ltd CWK Stock Holding History

Belpointe Asset Management’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,032
Closed -$21.4K – 1177
2023
Q1 		$21.4K Buy
2,032
+94
+5% +$1.21K ﹤0.01% 2280
2022
Q4 		$24.1K Buy
+1,938
New +$22.4K ﹤0.01% 2049

Other funds holding CWK

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Belpointe Asset Management's CWK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Cushman & Wakefield Ltd (CWK) in Q2 2023, closing a stake of 2,032 shares — an estimated $21.4K sold.

Belpointe Asset Management first reported a position in CWK in Q4 2022 and held it in 2 quarters. The position peaked at $24.1K in Q4 2022. 189 funds tracked by Wall St. Rank hold CWK as of Q2 2023.

  • Belpointe Asset Management reported no remaining Cushman & Wakefield Ltd position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,032 Cushman & Wakefield Ltd shares in Q2 2023, an estimated $21.4K.
  • Belpointe Asset Management first reported a position in Cushman & Wakefield Ltd in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Cushman & Wakefield Ltd position peaked at $24.1K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.