Fiduciary Alliance’s CBRE Group CBRE Stock Holding History

Fiduciary Alliance’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
2023 Q1	–	Sell	-32	Closed	-$2.46K	–	253
2022 Q4	$2.46K	Buy	+32	New	+$2.36K	﹤0.01%	657

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fiduciary Alliance's CBRE Position: Q1 2023 in Review

Fiduciary Alliance sold out of CBRE Group (CBRE) in Q1 2023, closing a stake of 32 shares — an estimated $2.46K sold.

Fiduciary Alliance first reported a position in CBRE in Q4 2022 and held it in 1 quarter. The position peaked at $2.46K in Q4 2022. 708 funds tracked by Wall St. Rank hold CBRE as of Q1 2023.

Fiduciary Alliance reported no remaining CBRE Group position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 32 CBRE Group shares in Q1 2023, an estimated $2.46K.
Fiduciary Alliance first reported a position in CBRE Group in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's CBRE Group position peaked at $2.46K in Q4 2022.
708 funds tracked by Wall St. Rank held CBRE Group as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.