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Financial Gravity Asset Management’s CBRE Group CBRE Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-4
Closed -$399 – 1471
2024
Q1 		$399 Buy
4
+1
+33% +$90 ﹤0.01% 854
2023
Q4 		$305 Buy
+3
New +$233 ﹤0.01% 980
2021
Q3 		$97K Sell
4
-1
-20% -$93 0.05% 361
2021
Q2 		$86K Buy
+5
New +$427 0.03% 393
2020
Q4 		$1K Buy
+13
New +$735 ﹤0.01% 379
2019
Q4 		$67K Buy
180
+79
+78% +$4.38K 0.05% 496
2019
Q3 		$5K Hold
101
– – ﹤0.01% 690
2019
Q2 		$5K Hold
101
– – ﹤0.01% 682
2019
Q1 		$5K Buy
+101
New +$4.74K ﹤0.01% 669

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Financial Gravity Asset Management's CBRE Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of CBRE Group (CBRE) in Q2 2024, closing a stake of 4 shares — an estimated $399 sold.

Financial Gravity Asset Management first reported a position in CBRE in Q1 2019 and held it in 9 quarters. The position peaked at $97K in Q3 2021. 782 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining CBRE Group position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 CBRE Group shares in Q2 2024, an estimated $399.
  • Financial Gravity Asset Management first reported a position in CBRE Group in Q1 2019 and held it in 9 quarters.
  • Financial Gravity Asset Management's CBRE Group position peaked at $97K in Q3 2021.
  • 782 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.