Harvest Group Wealth Management’s CBRE Group CBRE Stock Holding History

Harvest Group 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
2022 Q2	–	Sell	-2	Closed	–	–	184
2022 Q1	$0	Buy	+2	New	+$195	﹤0.01%	137

Other funds holding CBRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harvest Group Wealth Management's CBRE Position: Q2 2022 in Review

Harvest Group Wealth Management sold out of CBRE Group (CBRE) in Q2 2022, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in CBRE in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 697 funds tracked by Wall St. Rank hold CBRE as of Q2 2022.

Harvest Group Wealth Management reported no remaining CBRE Group position as of Q2 2022 after selling out during the quarter.
Harvest Group Wealth Management sold 2 CBRE Group shares in Q2 2022.
Harvest Group Wealth Management first reported a position in CBRE Group in Q1 2022 and held it in 1 quarter.
Harvest Group Wealth Management's CBRE Group position peaked at $0 in Q1 2022.
697 funds tracked by Wall St. Rank held CBRE Group as of Q2 2022.

Based on Harvest Group Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.