EWM
CBRE icon

Empirical Wealth Management’s CBRE Group CBRE Stock Holding History

Empirical 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
Q2 		– Sell
-3,471
Closed -$318K – 473
2022
Q1 		$318K Sell
3,471
-276
-7% -$26.9K 0.02% 396
2021
Q4 		$407K Sell
3,747
-724
-16% -$74.2K 0.02% 378
2021
Q3 		$435K Sell
4,471
-819
-15% -$76.1K 0.02% 327
2021
Q2 		$454K Sell
5,290
-50
-0.9% -$4.27K 0.03% 313
2021
Q1 		$422K Sell
5,340
-309
-5% -$21.9K 0.03% 276
2020
Q4 		$354K Buy
5,649
+1,199
+27% +$67.8K 0.03% 287
2020
Q3 		$209K Buy
+4,450
New +$203K 0.02% 324
2018
Q4 		– Sell
-10,307
Closed -$455K – 204
2018
Q3 		$455K Buy
+10,307
New +$492K 0.08% 124

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

Empirical Wealth Management's CBRE Position: Q2 2022 in Review

Empirical Wealth Management sold out of CBRE Group (CBRE) in Q2 2022, closing a stake of 3,471 shares — an estimated $318K sold.

Empirical Wealth Management first reported a position in CBRE in Q3 2018 and held it in 8 quarters. The position peaked at $455K in Q3 2018. 698 funds tracked by Wall St. Rank hold CBRE as of Q2 2022.

  • Empirical Wealth Management reported no remaining CBRE Group position as of Q2 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 3,471 CBRE Group shares in Q2 2022, an estimated $318K.
  • Empirical Wealth Management first reported a position in CBRE Group in Q3 2018 and held it in 8 quarters.
  • Empirical Wealth Management's CBRE Group position peaked at $455K in Q3 2018.
  • 698 funds tracked by Wall St. Rank held CBRE Group as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.