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Cape Investment Advisory’s Cushman & Wakefield Ltd CWK Stock Holding History

Cape Investment Advisory’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
2024
Q1 		– Sell
-113
Closed -$1.22K – 971
2023
Q4 		$1.22K Buy
+113
New +$941 ﹤0.01% 990

Other funds holding CWK

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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cape Investment Advisory's CWK Position: Q1 2024 in Review

Cape Investment Advisory sold out of Cushman & Wakefield Ltd (CWK) in Q1 2024, closing a stake of 113 shares — an estimated $1.22K sold.

Cape Investment Advisory first reported a position in CWK in Q4 2023 and held it in 1 quarter. The position peaked at $1.22K in Q4 2023. 233 funds tracked by Wall St. Rank hold CWK as of Q1 2024.

  • Cape Investment Advisory reported no remaining Cushman & Wakefield Ltd position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 113 Cushman & Wakefield Ltd shares in Q1 2024, an estimated $1.22K.
  • Cape Investment Advisory first reported a position in Cushman & Wakefield Ltd in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Cushman & Wakefield Ltd position peaked at $1.22K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.