GWMIA
CBRE icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $74.9B 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 $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return