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Heritage Wealth Management (Arizona)’s CBRE Group CBRE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$18K Buy
234
+158
+208% +$11.7K ﹤0.01% 681
2022
Q3 		$5K Buy
+76
New +$6.03K ﹤0.01% 752

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CBRE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its CBRE Group (CBRE) stake by 208% in Q4 2022, buying an estimated $11.7K and bringing the position to 234 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Heritage Wealth Management (Arizona) first reported a position in CBRE in Q3 2022 and has held it in 2 quarters since. 702 funds tracked by Wall St. Rank hold CBRE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 234 shares of CBRE Group worth $18K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 158 CBRE Group shares in Q4 2022, an estimated $11.7K.
  • CBRE Group made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #681 holding.
  • Heritage Wealth Management (Arizona) first reported a position in CBRE Group in Q3 2022 and has held it in 2 quarters since.
  • 702 funds tracked by Wall St. Rank held CBRE Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.