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Colonial Trust Advisors’s CBRE Group CBRE Stock Holding History

Colonial Trust 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
-2
Closed -$194 – 804
2024
Q1 		$194 Hold
2
– – ﹤0.01% 984
2023
Q4 		$186 Hold
2
– – ﹤0.01% 867
2023
Q3 		$148 Buy
+2
New +$166 ﹤0.01% 885

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Colonial Trust Advisors's CBRE Position: Q2 2024 in Review

Colonial Trust Advisors sold out of CBRE Group (CBRE) in Q2 2024, closing a stake of 2 shares — an estimated $194 sold.

Colonial Trust Advisors first reported a position in CBRE in Q3 2023 and held it in 3 quarters. The position peaked at $194 in Q1 2024. 780 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

  • Colonial Trust Advisors reported no remaining CBRE Group position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 2 CBRE Group shares in Q2 2024, an estimated $194.
  • Colonial Trust Advisors first reported a position in CBRE Group in Q3 2023 and held it in 3 quarters.
  • Colonial Trust Advisors's CBRE Group position peaked at $194 in Q1 2024.
  • 780 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

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