FAG
CBRE icon

Fortitude Advisory Group’s CBRE Group CBRE Stock Holding History

Fortitude Advisory Group’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
-654
Closed -$60K – 376
2022
Q1 		$60K Hold
654
– – 0.03% 477
2021
Q4 		$71K Buy
+654
New +$67K 0.04% 440

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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 $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fortitude Advisory Group's CBRE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of CBRE Group (CBRE) in Q2 2022, closing a stake of 654 shares — an estimated $60K sold.

Fortitude Advisory Group first reported a position in CBRE in Q4 2021 and held it in 2 quarters. The position peaked at $71K in Q4 2021. 697 funds tracked by Wall St. Rank hold CBRE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining CBRE Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 654 CBRE Group shares in Q2 2022, an estimated $60K.
  • Fortitude Advisory Group first reported a position in CBRE Group in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's CBRE Group position peaked at $71K in Q4 2021.
  • 697 funds tracked by Wall St. Rank held CBRE Group as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.