CA
CBRE icon

Centerpoint Advisors’s CBRE Group CBRE Stock Holding History

Centerpoint Advisors’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
-9
Closed -$1K – 446
2023
Q3 		$1K Hold
9
– – ﹤0.01% 474
2023
Q2 		$1K Hold
9
– – ﹤0.01% 477
2023
Q1 		$1K Buy
+9
New +$735 ﹤0.01% 472

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Centerpoint Advisors's CBRE Position: Q4 2023 in Review

Centerpoint Advisors sold out of CBRE Group (CBRE) in Q4 2023, closing a stake of 9 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in CBRE in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 762 funds tracked by Wall St. Rank hold CBRE as of Q4 2023.

  • Centerpoint Advisors reported no remaining CBRE Group position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 9 CBRE Group shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in CBRE Group in Q1 2023 and held it in 3 quarters.
  • Centerpoint Advisors's CBRE Group position peaked at $1K in Q3 2023.
  • 762 funds tracked by Wall St. Rank held CBRE Group as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.