CTC
CWK icon

Cetera Trust Company’s Cushman & Wakefield Ltd CWK Stock Holding History

Cetera Trust Company’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
2026
Q1 		$220K Buy
+17,910
New +$257K 0.12% 153
2025
Q4 		– Sell
-21,260
Closed -$338K – 359
2025
Q3 		$338K Hold
21,260
– – 0.19% 96
2025
Q2 		$235K Buy
21,260
+710
+3% +$6.96K 0.14% 153
2025
Q1 		$210K Hold
20,550
– – 0.13% 156
2024
Q4 		$269K Sell
20,550
-1,225
-6% -$17K 0.17% 112
2024
Q3 		$297K Sell
21,775
-350
-2% -$4.41K 0.18% 108
2024
Q2 		$230K Hold
22,125
– – 0.14% 139
2024
Q1 		$231K Buy
22,125
+6,525
+42% +$66K 0.14% 140
2023
Q4 		$168K Buy
+15,600
New +$130K 0.11% 162

Other funds holding CWK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return