GI
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Gradient Investments’s CBRE Group CBRE Stock Holding History

Gradient Investments’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
Q1 		– Sell
-23
Closed -$2.14K – 1330
2023
Q4 		$2.14K Hold
23
– – ﹤0.01% 1212
2023
Q3 		$1.7K Sell
23
-9
-28% -$746 ﹤0.01% 1218
2023
Q2 		$2.58K Buy
+32
New +$2.4K ﹤0.01% 1103
2023
Q1 		– Sell
-7
Closed -$539 – 1525
2022
Q4 		$539 Buy
+7
New +$517 ﹤0.01% 1294
2018
Q2 		– Sell
-4
Closed – – 997
2018
Q1 		$0 Hold
4
– – ﹤0.01% 1017
2017
Q4 		$0 Buy
+4
New +$166 ﹤0.01% 1012

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 $3.38T AUM 44.17% 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
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

Gradient Investments's CBRE Position: Q1 2024 in Review

Gradient Investments sold out of CBRE Group (CBRE) in Q1 2024, closing a stake of 23 shares — an estimated $2.14K sold.

Gradient Investments first reported a position in CBRE in Q4 2017 and held it in 6 quarters. The position peaked at $2.58K in Q2 2023. 797 funds tracked by Wall St. Rank hold CBRE as of Q1 2024.

  • Gradient Investments reported no remaining CBRE Group position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 23 CBRE Group shares in Q1 2024, an estimated $2.14K.
  • Gradient Investments first reported a position in CBRE Group in Q4 2017 and held it in 6 quarters.
  • Gradient Investments's CBRE Group position peaked at $2.58K in Q2 2023.
  • 797 funds tracked by Wall St. Rank held CBRE Group as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.