Graves Light Lenhart Wealth’s CBRE Group CBRE Stock Holding History

Graves Light Lenhart Wealth’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	-314	Closed	-$23K	–	231
2022 Q2	$23K	Hold	314	–	–	﹤0.01%	399
2022 Q1	$29K	Hold	314	–	–	﹤0.01%	422
2021 Q4	$34K	Hold	314	–	–	﹤0.01%	462
2021 Q3	$31K	Hold	314	–	–	﹤0.01%	433
2021 Q2	$27K	Hold	314	–	–	﹤0.01%	455
2021 Q1	$25K	Hold	314	–	–	﹤0.01%	464
2020 Q4	$20K	Buy	+314	New	+$17.7K	﹤0.01%	483

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

Graves Light Lenhart Wealth's CBRE Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of CBRE Group (CBRE) in Q3 2022, closing a stake of 314 shares — an estimated $23K sold.

Graves Light Lenhart Wealth first reported a position in CBRE in Q4 2020 and held it in 7 quarters. The position peaked at $34K in Q4 2021. 700 funds tracked by Wall St. Rank hold CBRE as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining CBRE Group position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 314 CBRE Group shares in Q3 2022, an estimated $23K.
Graves Light Lenhart Wealth first reported a position in CBRE Group in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's CBRE Group position peaked at $34K in Q4 2021.
700 funds tracked by Wall St. Rank held CBRE Group as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.