Lenox Wealth Advisors’s CBRE Group CBRE Stock Holding History

Lenox 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
2022 Q1	$18K	Hold	207	–	–	﹤0.01%	393
2021 Q4	$22K	Hold	207	–	–	﹤0.01%	376
2021 Q3	$20K	Hold	207	–	–	﹤0.01%	353
2021 Q2	$18K	Buy	+207	New	+$17.7K	﹤0.01%	379
2018 Q3	–	Sell	-291	Closed	-$14K	–	426
2018 Q2	$14K	Sell	291 -91	-24%	-$4.3K	﹤0.01%	295
2018 Q1	$18K	Buy	382 +291	+320%	+$13.3K	﹤0.01%	280
2017 Q4	$4K	Buy	+91	New	+$3.77K	﹤0.01%	235
2013 Q3	–	Sell	-210	Closed	-$5K	–	258
2013 Q2	$5K	Buy	+210	New	+$5K	0.01%	180

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors's CBRE Position: Q1 2022 in Review

Lenox Wealth Advisors held its CBRE Group (CBRE) position steady in Q1 2022 at 207 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Lenox Wealth Advisors first reported a position in CBRE in Q2 2013 and has held it in 8 quarters since. The position peaked at $22K in Q4 2021. 761 funds tracked by Wall St. Rank hold CBRE as of Q1 2022.

Lenox Wealth Advisors held 207 shares of CBRE Group worth $18K as of Q1 2022.
Lenox Wealth Advisors left its CBRE Group share count unchanged in Q1 2022.
CBRE Group made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #393 holding.
Lenox Wealth Advisors first reported a position in CBRE Group in Q2 2013 and has held it in 8 quarters since.
Lenox Wealth Advisors's CBRE Group position peaked at $22K in Q4 2021.
761 funds tracked by Wall St. Rank held CBRE Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.