MinichMacGregor Wealth Management’s CBRE Group CBRE Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-565	Closed	-$43.5K	–	174
2022 Q4	$43.5K	Buy	+565	New	+$41.7K	0.02%	200
2018 Q4	–	Sell	-635	Closed	-$28K	–	160
2018 Q3	$28K	Hold	635	–	–	0.02%	175
2018 Q2	$30K	Hold	635	–	–	0.02%	164
2018 Q1	$29K	Hold	635	–	–	0.02%	158
2017 Q4	$27K	Hold	635	–	–	0.02%	163
2017 Q3	$24K	Hold	635	–	–	0.02%	174
2017 Q2	$23K	Hold	635	–	–	0.02%	171
2017 Q1	$22K	Hold	635	–	–	0.02%	169
2016 Q4	$19K	Hold	635	–	–	0.02%	183
2016 Q3	$17K	Hold	635	–	–	0.02%	197
2016 Q2	$16K	Hold	635	–	–	0.02%	190
2016 Q1	$18K	Hold	635	–	–	0.02%	184
2015 Q4	$24K	Buy	+635	New	+$22.4K	0.02%	151

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MinichMacGregor Wealth Management's CBRE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of CBRE Group (CBRE) in Q1 2023, closing a stake of 565 shares — an estimated $43.5K sold.

MinichMacGregor Wealth Management first reported a position in CBRE in Q4 2015 and held it in 13 quarters. The position peaked at $43.5K in Q4 2022. 709 funds tracked by Wall St. Rank hold CBRE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining CBRE Group position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 565 CBRE Group shares in Q1 2023, an estimated $43.5K.
MinichMacGregor Wealth Management first reported a position in CBRE Group in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's CBRE Group position peaked at $43.5K in Q4 2022.
709 funds tracked by Wall St. Rank held CBRE Group as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.