HFS
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Heritage Financial Services’s CBRE Group CBRE Stock Holding History

Heritage Financial Services’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
-70
Closed -$5K – 128
2022
Q2 		$5K Buy
+70
New +$5.63K ﹤0.01% 342

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Harris Associates
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Fidelity Investments
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VH
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Heritage Financial Services's CBRE Position: Q3 2022 in Review

Heritage Financial Services sold out of CBRE Group (CBRE) in Q3 2022, closing a stake of 70 shares — an estimated $5K sold.

Heritage Financial Services first reported a position in CBRE in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 700 funds tracked by Wall St. Rank hold CBRE as of Q3 2022.

  • Heritage Financial Services reported no remaining CBRE Group position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 70 CBRE Group shares in Q3 2022, an estimated $5K.
  • Heritage Financial Services first reported a position in CBRE Group in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's CBRE Group position peaked at $5K in Q2 2022.
  • 700 funds tracked by Wall St. Rank held CBRE Group as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.