Cetera Advisor Networks’s CBRE Group CBRE Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.02M	Sell	10,500 -2,288	-18%	-$205K	0.01%	1458
2023 Q4	$1.19M	Buy	12,788 +2,891	+29%	+$225K	0.01%	1268
2023 Q3	$731K	Buy	9,897 +276	+3%	+$22.9K	﹤0.01%	1492
2023 Q2	$777K	Sell	9,621 -1,431	-13%	-$107K	0.01%	1416
2023 Q1	$805K	Buy	11,052 +46	+0.4%	+$3.76K	0.01%	1374
2022 Q4	$847K	Buy	+11,006	New	+$813K	0.01%	1267
2021 Q1	–	Sell	-3,390	Closed	-$213K	–	1484
2020 Q4	$213K	Buy	+3,390	New	+$192K	﹤0.01%	1227
2020 Q3	–	Sell	-3,861	Closed	-$175K	–	1484
2020 Q2	$175K	Buy	+3,861	New	+$167K	﹤0.01%	1194

Other funds holding CBRE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Advisor Networks's CBRE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its CBRE Group (CBRE) stake by 18% in Q1 2024, selling an estimated $205K and leaving 10,500 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1458.

Cetera Advisor Networks first reported a position in CBRE in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2023. 795 funds tracked by Wall St. Rank hold CBRE as of Q1 2024.

Cetera Advisor Networks held 10,500 shares of CBRE Group worth $1.02M as of Q1 2024.
Cetera Advisor Networks sold 2,288 CBRE Group shares in Q1 2024, an estimated $205K.
CBRE Group made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1458 holding.
Cetera Advisor Networks first reported a position in CBRE Group in Q2 2020 and has held it in 8 quarters since.
Cetera Advisor Networks's CBRE Group position peaked at $1.19M in Q4 2023.
795 funds tracked by Wall St. Rank held CBRE Group as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.