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Buckingham Strategic Wealth’s CBRE Group CBRE Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.56M Buy
17,527
+3
+0% +$266 0.02% 267
2024
Q1 		$1.7M Buy
17,524
+4
+0% +$359 0.02% 261
2023
Q4 		$1.63M Sell
17,520
-472
-3% -$36.7K 0.02% 261
2023
Q3 		$1.33M Sell
17,992
-1,405
-7% -$117K 0.02% 257
2023
Q2 		$1.57M Sell
19,397
-2,778
-13% -$208K 0.02% 244
2023
Q1 		$1.71M Hold
22,175
– – 0.03% 197
2022
Q4 		$1.71M Sell
22,175
-1,167
-5% -$86.2K 0.03% 198
2022
Q3 		$1.58M Sell
23,342
-262
-1% -$20.8K 0.03% 197
2022
Q2 		$1.74M Sell
23,604
-302
-1% -$24.3K 0.03% 188
2022
Q1 		$2.19M Sell
23,906
-591
-2% -$57.6K 0.04% 170
2021
Q4 		$2.66M Sell
24,497
-1,117
-4% -$114K 0.05% 155
2021
Q3 		$2.49M Buy
25,614
+174
+0.7% +$16.2K 0.05% 152
2021
Q2 		$2.18M Buy
+25,440
New +$2.17M 0.05% 161

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return