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Cary Street Partners Investment Advisory’s CBRE Group CBRE Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-497
Closed -$36.7K – 794
2023
Q3 		$36.7K Buy
497
+326
+191% +$27K ﹤0.01% 949
2023
Q2 		$13.8K Buy
171
+81
+90% +$6.07K ﹤0.01% 1156
2023
Q1 		$6.55K Hold
90
– – ﹤0.01% 1256
2022
Q4 		$6.93K Buy
+90
New +$6.65K ﹤0.01% 1233
2021
Q3 		– Sell
-433
Closed -$37K – 259
2021
Q2 		$37K Hold
433
– – 0.01% 296
2021
Q1 		$34K Buy
+433
New +$30.6K 0.01% 278
2020
Q4 		– Sell
-2,584
Closed -$121K – 430
2020
Q3 		$121K Buy
+2,584
New +$118K 0.03% 343

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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $59.7B AUM 29.08% 1-Year Est. Return

Cary Street Partners Investment Advisory's CBRE Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of CBRE Group (CBRE) in Q4 2023, closing a stake of 497 shares — an estimated $36.7K sold.

Cary Street Partners Investment Advisory first reported a position in CBRE in Q3 2020 and held it in 7 quarters. The position peaked at $121K in Q3 2020. 762 funds tracked by Wall St. Rank hold CBRE as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining CBRE Group position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 497 CBRE Group shares in Q4 2023, an estimated $36.7K.
  • Cary Street Partners Investment Advisory first reported a position in CBRE Group in Q3 2020 and held it in 7 quarters.
  • Cary Street Partners Investment Advisory's CBRE Group position peaked at $121K in Q3 2020.
  • 762 funds tracked by Wall St. Rank held CBRE Group as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.