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Minot Wealth Management’s CBRE Group CBRE Stock Holding History

Minot 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
2022
Q2 		– Sell
-2,224
Closed -$204K – 191
2022
Q1 		$204K Hold
2,224
– – 0.04% 187
2021
Q4 		$241K Sell
2,224
-5
-0.2% -$512 0.05% 173
2021
Q3 		$217K Buy
+2,229
New +$207K 0.05% 189

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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Minot Wealth Management's CBRE Position: Q2 2022 in Review

Minot Wealth Management sold out of CBRE Group (CBRE) in Q2 2022, closing a stake of 2,224 shares — an estimated $204K sold.

Minot Wealth Management first reported a position in CBRE in Q3 2021 and held it in 3 quarters. The position peaked at $241K in Q4 2021. 698 funds tracked by Wall St. Rank hold CBRE as of Q2 2022.

  • Minot Wealth Management reported no remaining CBRE Group position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 2,224 CBRE Group shares in Q2 2022, an estimated $204K.
  • Minot Wealth Management first reported a position in CBRE Group in Q3 2021 and held it in 3 quarters.
  • Minot Wealth Management's CBRE Group position peaked at $241K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held CBRE Group as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.