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Gilliland Jeter Wealth Management’s CBRE Group CBRE Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-171
Closed -$21.3K – 246
2024
Q3 		$21.3K Hold
171
– – 0.01% 385
2024
Q2 		$15.2K Buy
171
+58
+51% +$5.15K 0.01% 411
2024
Q1 		$11K Buy
+113
New +$10.1K ﹤0.01% 427

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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Gilliland Jeter Wealth Management's CBRE Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of CBRE Group (CBRE) in Q4 2024, closing a stake of 171 shares — an estimated $21.3K sold.

Gilliland Jeter Wealth Management first reported a position in CBRE in Q1 2024 and held it in 3 quarters. The position peaked at $21.3K in Q3 2024. 946 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining CBRE Group position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 171 CBRE Group shares in Q4 2024, an estimated $21.3K.
  • Gilliland Jeter Wealth Management first reported a position in CBRE Group in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's CBRE Group position peaked at $21.3K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.