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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return