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Mason Investment Advisory Services’s CBRE Group CBRE Stock Holding History

Mason Investment Advisory Services’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
2023
Q1 		– Sell
-3,017
Closed -$232K – 65
2022
Q4 		$232K Buy
+3,017
New +$223K 0.02% 76

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Mason Investment Advisory Services's CBRE Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of CBRE Group (CBRE) in Q1 2023, closing a stake of 3,017 shares — an estimated $232K sold.

Mason Investment Advisory Services first reported a position in CBRE in Q4 2022 and held it in 1 quarter. The position peaked at $232K in Q4 2022. 708 funds tracked by Wall St. Rank hold CBRE as of Q1 2023.

  • Mason Investment Advisory Services reported no remaining CBRE Group position as of Q1 2023 after selling out during the quarter.
  • Mason Investment Advisory Services sold 3,017 CBRE Group shares in Q1 2023, an estimated $232K.
  • Mason Investment Advisory Services first reported a position in CBRE Group in Q4 2022 and held it in 1 quarter.
  • Mason Investment Advisory Services's CBRE Group position peaked at $232K in Q4 2022.
  • 708 funds tracked by Wall St. Rank held CBRE Group as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.