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CM Wealth Advisors’s CBRE Group CBRE Stock Holding History

CM Wealth 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
2024
Q2 		– Sell
-4,327
Closed -$374K – 91
2024
Q1 		$374K Buy
+4,327
New +$389K 0.11% 108
2023
Q3 		– Sell
-4,128
Closed -$340K – 93
2023
Q2 		$340K Sell
4,128
-36,367
-90% -$2.72M 0.11% 94
2023
Q1 		$2.83M Buy
+40,495
New +$3.31M 0.55% 24

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

CM Wealth Advisors's CBRE Position: Q2 2024 in Review

CM Wealth Advisors sold out of CBRE Group (CBRE) in Q2 2024, closing a stake of 4,327 shares — an estimated $374K sold.

CM Wealth Advisors first reported a position in CBRE in Q1 2023 and held it in 3 quarters. The position peaked at $2.83M in Q1 2023. 782 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

  • CM Wealth Advisors reported no remaining CBRE Group position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 4,327 CBRE Group shares in Q2 2024, an estimated $374K.
  • CM Wealth Advisors first reported a position in CBRE Group in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's CBRE Group position peaked at $2.83M in Q1 2023.
  • 782 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.