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Capital Performance Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-451
Closed -$6.15K – 792
2024
Q3 		$6.15K Buy
+451
New +$5.69K ﹤0.01% 1026

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's CWK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Cushman & Wakefield Ltd (CWK) in Q4 2024, closing a stake of 451 shares — an estimated $6.15K sold.

Capital Performance Advisors first reported a position in CWK in Q3 2024 and held it in 1 quarter. The position peaked at $6.15K in Q3 2024. 268 funds tracked by Wall St. Rank hold CWK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Cushman & Wakefield Ltd position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 451 Cushman & Wakefield Ltd shares in Q4 2024, an estimated $6.15K.
  • Capital Performance Advisors first reported a position in Cushman & Wakefield Ltd in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Cushman & Wakefield Ltd position peaked at $6.15K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.