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Kolinsky Wealth Management’s CBRE Group CBRE Stock Holding History

Kolinsky 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 		– Sell
-2,809
Closed -$273K – 156
2024
Q1 		$273K Sell
2,809
-31
-1% -$2.78K 0.21% 109
2023
Q4 		$264K Buy
+2,840
New +$221K 0.23% 108
2023
Q2 		– Sell
-2,992
Closed -$218K – 139
2023
Q1 		$218K Sell
2,992
-10
-0.3% -$817 0.23% 114
2022
Q4 		$231K Buy
+3,002
New +$222K 0.26% 107

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

Kolinsky Wealth Management sold out of CBRE Group (CBRE) in Q2 2024, closing a stake of 2,809 shares — an estimated $273K sold.

Kolinsky Wealth Management first reported a position in CBRE in Q4 2022 and held it in 4 quarters. The position peaked at $273K in Q1 2024. 782 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

  • Kolinsky Wealth Management reported no remaining CBRE Group position as of Q2 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 2,809 CBRE Group shares in Q2 2024, an estimated $273K.
  • Kolinsky Wealth Management first reported a position in CBRE Group in Q4 2022 and held it in 4 quarters.
  • Kolinsky Wealth Management's CBRE Group position peaked at $273K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on Kolinsky Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.