EI
CWK icon

Ellevest Inc’s Cushman & Wakefield Ltd CWK Stock Holding History

Ellevest Inc’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,576
Closed -$80.6K – 394
2023
Q3 		$80.6K Buy
10,576
+2
+0% +$18 0.01% 341
2023
Q2 		$86.5K Buy
10,574
+7,782
+279% +$67.7K 0.01% 350
2023
Q1 		$29.4K Sell
2,792
-1,869
-40% -$24K ﹤0.01% 745
2022
Q4 		$58.1K Buy
4,661
+2,513
+117% +$29.1K ﹤0.01% 568
2022
Q3 		$25K Buy
2,148
+1,938
+923% +$29.2K ﹤0.01% 756
2022
Q2 		$3K Buy
210
+84
+67% +$1.48K ﹤0.01% 1089
2022
Q1 		$3K Sell
126
-171
-58% -$3.62K ﹤0.01% 1118
2021
Q4 		$7K Buy
297
+191
+180% +$3.69K ﹤0.01% 921
2021
Q3 		$2K Buy
106
+5
+5% +$90 ﹤0.01% 1123
2021
Q2 		$2K Buy
101
+2
+2% +$36 ﹤0.01% 1023
2021
Q1 		$2K Buy
99
+7
+8% +$109 ﹤0.01% 1045
2020
Q4 		$1K Hold
92
– – ﹤0.01% 1045
2020
Q3 		$1K Buy
+92
New +$1.03K ﹤0.01% 984

Other funds holding CWK

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TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return