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 $5.7T AUM 30.48% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

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

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Principal Financial Group

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return