LWM
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Liberty Wealth Management’s CBRE Group CBRE Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,556
Closed -$157K – 302
2021
Q3 		$157K Buy
1,556
+1,009
+184% +$93.8K 0.06% 201
2021
Q2 		$47K Buy
547
+457
+508% +$39K 0.02% 331
2021
Q1 		$5K Hold
90
– – ﹤0.01% 694
2020
Q4 		$5K Buy
+90
New +$5.09K ﹤0.01% 688

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Wealth Management's CBRE Position: Q4 2021 in Review

Liberty Wealth Management sold out of CBRE Group (CBRE) in Q4 2021, closing a stake of 1,556 shares — an estimated $157K sold.

Liberty Wealth Management first reported a position in CBRE in Q4 2020 and held it in 4 quarters. The position peaked at $157K in Q3 2021. 779 funds tracked by Wall St. Rank hold CBRE as of Q4 2021.

  • Liberty Wealth Management reported no remaining CBRE Group position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,556 CBRE Group shares in Q4 2021, an estimated $157K.
  • Liberty Wealth Management first reported a position in CBRE Group in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's CBRE Group position peaked at $157K in Q3 2021.
  • 779 funds tracked by Wall St. Rank held CBRE Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.