Global Wealth Management Investment Advisory’s CBRE Group CBRE Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-100	Closed	-$7K	–	191
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	311
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	321
2021 Q4	$11K	Hold	100	–	–	﹤0.01%	297
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	312
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	300
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	326
2020 Q4	$6K	Buy	+100	New	+$5.65K	﹤0.01%	318
2019 Q2	–	Sell	-100	Closed	-$5K	–	692
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	445
2018 Q4	$4K	Buy	+100	New	+$4.14K	﹤0.01%	501

Other funds holding CBRE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Global Wealth Management Investment Advisory's CBRE Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of CBRE Group (CBRE) in Q3 2022, closing a stake of 100 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in CBRE in Q4 2018 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 700 funds tracked by Wall St. Rank hold CBRE as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining CBRE Group position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 100 CBRE Group shares in Q3 2022, an estimated $7K.
Global Wealth Management Investment Advisory first reported a position in CBRE Group in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's CBRE Group position peaked at $11K in Q4 2021.
700 funds tracked by Wall St. Rank held CBRE Group as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.