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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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Buckingham Strategic Wealth's CBRE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its CBRE Group (CBRE) stake by 0.02% in Q2 2024, buying an estimated $266 and bringing the position to 17,527 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #267.

Buckingham Strategic Wealth first reported a position in CBRE in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.66M in Q4 2021. 782 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

  • Buckingham Strategic Wealth held 17,527 shares of CBRE Group worth $1.56M as of Q2 2024.
  • Buckingham Strategic Wealth bought 3 CBRE Group shares in Q2 2024, an estimated $266.
  • CBRE Group made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #267 holding.
  • Buckingham Strategic Wealth first reported a position in CBRE Group in Q2 2021 and has held it in 13 quarters since.
  • Buckingham Strategic Wealth's CBRE Group position peaked at $2.66M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.