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Curi Wealth Management’s CBRE Group CBRE Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-74
Closed -$5K – 271
2022
Q2 		$5K Buy
74
+69
+1,380% +$5.55K ﹤0.01% 448
2022
Q1 		$0 Hold
5
– – ﹤0.01% 526
2021
Q4 		$0 Buy
+5
New +$512 ﹤0.01% 496
2021
Q1 		– Sell
-5
Closed – – 161
2020
Q4 		$0 Buy
+5
New +$283 ﹤0.01% 403

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Curi Wealth Management's CBRE Position: Q3 2022 in Review

Curi Wealth Management sold out of CBRE Group (CBRE) in Q3 2022, closing a stake of 74 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in CBRE in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 700 funds tracked by Wall St. Rank hold CBRE as of Q3 2022.

  • Curi Wealth Management reported no remaining CBRE Group position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 74 CBRE Group shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in CBRE Group in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's CBRE Group position peaked at $5K in Q2 2022.
  • 700 funds tracked by Wall St. Rank held CBRE Group as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.