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Landmark Financial Advisors’s CBRE Group CBRE Stock Holding History

Landmark Financial 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
2022
Q1 		– Sell
-1,873
Closed -$203K – 86
2021
Q4 		$203K Buy
+1,873
New +$192K 0.09% 84

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Landmark Financial Advisors's CBRE Position: Q1 2022 in Review

Landmark Financial Advisors sold out of CBRE Group (CBRE) in Q1 2022, closing a stake of 1,873 shares — an estimated $203K sold.

Landmark Financial Advisors first reported a position in CBRE in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 760 funds tracked by Wall St. Rank hold CBRE as of Q1 2022.

  • Landmark Financial Advisors reported no remaining CBRE Group position as of Q1 2022 after selling out during the quarter.
  • Landmark Financial Advisors sold 1,873 CBRE Group shares in Q1 2022, an estimated $203K.
  • Landmark Financial Advisors first reported a position in CBRE Group in Q4 2021 and held it in 1 quarter.
  • Landmark Financial Advisors's CBRE Group position peaked at $203K in Q4 2021.
  • 760 funds tracked by Wall St. Rank held CBRE Group as of Q1 2022.

Based on Landmark Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.