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Laurel Wealth Advisors (California)’s Cushman & Wakefield Ltd CWK Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$289K Buy
23,221
+937
+4% +$10.8K 0.03% 521
2022
Q3 		$255K Buy
22,284
+695
+3% +$10.5K 0.03% 533
2022
Q2 		$329K Sell
21,589
-9,983
-32% -$176K 0.03% 466
2022
Q1 		$648K Buy
31,572
+1,055
+3% +$22.3K 0.05% 345
2021
Q4 		$679K Buy
+30,517
New +$590K 0.05% 352

Other funds holding CWK

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CWK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Cushman & Wakefield Ltd (CWK) stake by 4.2% in Q4 2022, buying an estimated $10.8K and bringing the position to 23,221 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #521.

Laurel Wealth Advisors (California) first reported a position in CWK in Q4 2021 and has held it in 5 quarters since. The position peaked at $679K in Q4 2021. 206 funds tracked by Wall St. Rank hold CWK as of Q4 2022.

  • Laurel Wealth Advisors (California) held 23,221 shares of Cushman & Wakefield Ltd worth $289K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 937 Cushman & Wakefield Ltd shares in Q4 2022, an estimated $10.8K.
  • Cushman & Wakefield Ltd made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #521 holding.
  • Laurel Wealth Advisors (California) first reported a position in Cushman & Wakefield Ltd in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Cushman & Wakefield Ltd position peaked at $679K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.