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Kingswood Wealth Advisors’s CBRE Group CBRE Stock Holding History

Kingswood Wealth Advisors’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
Q4 		– Sell
-7,331
Closed -$913K – 806
2024
Q3 		$913K Sell
7,331
-225
-3% -$24.5K 0.07% 316
2024
Q2 		$673K Buy
7,556
+16
+0.2% +$1.42K 0.06% 312
2024
Q1 		$733K Sell
7,540
-32
-0.4% -$2.87K 0.08% 265
2023
Q4 		$705K Sell
7,572
-1,952
-20% -$152K 0.08% 270
2023
Q3 		$703K Buy
+9,524
New +$790K 0.12% 192

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Kingswood Wealth Advisors's CBRE Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of CBRE Group (CBRE) in Q4 2024, closing a stake of 7,331 shares — an estimated $913K sold.

Kingswood Wealth Advisors first reported a position in CBRE in Q3 2023 and held it in 5 quarters. The position peaked at $913K in Q3 2024. 946 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining CBRE Group position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,331 CBRE Group shares in Q4 2024, an estimated $913K.
  • Kingswood Wealth Advisors first reported a position in CBRE Group in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's CBRE Group position peaked at $913K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.