Janiczek Wealth Management’s CBRE Group CBRE Stock Holding History

Janiczek 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
2024 Q2	$25.9K	Hold	291	–	–	0.01%	515
2024 Q1	$28.3K	Sell	291 -34	-10%	-$3.05K	0.01%	506
2023 Q4	$30.3K	Sell	325 -18	-5%	-$1.4K	0.01%	488
2023 Q3	$25.3K	Hold	343	–	–	0.01%	488
2023 Q2	$27.7K	Buy	343 +6	+2%	+$449	0.01%	409
2023 Q1	$23.9K	Sell	337 -25	-7%	-$2.04K	0.01%	421
2022 Q4	$31K	Sell	362 -25	-6%	-$1.85K	0.01%	382
2022 Q3	$27K	Sell	387 -13	-3%	-$1.03K	0.01%	401
2022 Q2	$34K	Buy	400 +372	+1,329%	+$29.9K	0.01%	364
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	720
2021 Q4	$3K	Buy	28 +12	+75%	+$1.23K	﹤0.01%	771
2021 Q3	$2K	Buy	16 +4	+33%	+$372	﹤0.01%	798
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	821
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	784
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	716
2020 Q3	$1K	Buy	+12	New	+$548	﹤0.01%	552

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Janiczek Wealth Management's CBRE Position: Q2 2024 in Review

Janiczek Wealth Management held its CBRE Group (CBRE) position steady in Q2 2024 at 291 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #515.

Janiczek Wealth Management first reported a position in CBRE in Q3 2020 and has held it in 16 quarters since. The position peaked at $34K in Q2 2022. 780 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

Janiczek Wealth Management held 291 shares of CBRE Group worth $25.9K as of Q2 2024.
Janiczek Wealth Management left its CBRE Group share count unchanged in Q2 2024.
CBRE Group made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #515 holding.
Janiczek Wealth Management first reported a position in CBRE Group in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's CBRE Group position peaked at $34K in Q2 2022.
780 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.