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Delos Wealth Advisors’s CBRE Group CBRE Stock Holding History

Delos 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
Q3 		– Sell
-122
Closed -$10.9K – 218
2024
Q2 		$10.9K Hold
122
– – 0.01% 123
2024
Q1 		$11.9K Buy
122
+105
+618% +$9.43K 0.01% 117
2023
Q4 		$1.58K Hold
17
– – ﹤0.01% 147
2023
Q3 		$1.45K Hold
17
– – ﹤0.01% 193
2023
Q2 		$1.37K Hold
17
– – ﹤0.01% 192
2023
Q1 		$1.24K Hold
17
– – ﹤0.01% 209
2022
Q4 		$1.31K Hold
17
– – ﹤0.01% 221
2022
Q3 		$1K Buy
+17
New +$1.35K ﹤0.01% 214

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Delos Wealth Advisors's CBRE Position: Q3 2024 in Review

Delos Wealth Advisors sold out of CBRE Group (CBRE) in Q3 2024, closing a stake of 122 shares — an estimated $10.9K sold.

Delos Wealth Advisors first reported a position in CBRE in Q3 2022 and held it in 8 quarters. The position peaked at $11.9K in Q1 2024. 865 funds tracked by Wall St. Rank hold CBRE as of Q3 2024.

  • Delos Wealth Advisors reported no remaining CBRE Group position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 122 CBRE Group shares in Q3 2024, an estimated $10.9K.
  • Delos Wealth Advisors first reported a position in CBRE Group in Q3 2022 and held it in 8 quarters.
  • Delos Wealth Advisors's CBRE Group position peaked at $11.9K in Q1 2024.
  • 865 funds tracked by Wall St. Rank held CBRE Group as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.