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Coppell Advisory Solutions’s CBRE Group CBRE Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-11
Closed -$1.43K – 558
2024
Q4 		$1.43K Hold
11
– – ﹤0.01% 1601
2024
Q3 		$1.35K Sell
11
-300
-96% -$32.7K ﹤0.01% 1525
2024
Q2 		$27.7K Buy
+311
New +$27.6K ﹤0.01% 659
2023
Q4 		– Sell
-300
Closed -$23.1K – 1753
2023
Q3 		$23.1K Hold
300
– – 0.01% 472
2023
Q2 		$24.1K Buy
+300
New +$22.5K 0.01% 524
2023
Q1 		– Sell
-300
Closed -$23.1K – 338
2022
Q4 		$23.1K Buy
+300
New +$22.2K 0.01% 478

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Coppell Advisory Solutions's CBRE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 11 shares — an estimated $1.43K sold.

Coppell Advisory Solutions first reported a position in CBRE in Q4 2022 and held it in 6 quarters. The position peaked at $27.7K in Q2 2024. 990 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11 CBRE Group shares in Q1 2025, an estimated $1.43K.
  • Coppell Advisory Solutions first reported a position in CBRE Group in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's CBRE Group position peaked at $27.7K in Q2 2024.
  • 990 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.