Castle Financial & Retirement Planning Associates’s CBRE Group CBRE Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$3K	Buy	+31	New	+$3.18K	0.01%	147

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's CBRE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in CBRE Group (CBRE) in Q4 2021: 31 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings.

779 funds tracked by Wall St. Rank hold CBRE as of Q4 2021.

Castle Financial & Retirement Planning Associates held 31 shares of CBRE Group worth $3K as of Q4 2021.
CBRE Group was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
CBRE Group made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #147 holding.
779 funds tracked by Wall St. Rank held CBRE Group as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.