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MONECO Advisors’s CBRE Group CBRE Stock Holding History

MONECO Advisors’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
2024
Q2 		– Sell
-2,841
Closed -$276K – 423
2024
Q1 		$276K Hold
2,841
– – 0.04% 333
2023
Q4 		$264K Hold
2,841
– – 0.05% 313
2023
Q3 		$210K Buy
2,841
+37
+1% +$3.07K 0.06% 315
2023
Q2 		$226K Buy
2,804
+30
+1% +$2.25K 0.06% 300
2023
Q1 		$202K Buy
2,774
+6
+0.2% +$490 0.06% 311
2022
Q4 		$213K Buy
+2,768
New +$204K 0.08% 246
2022
Q3 		– Sell
-2,765
Closed -$204K – 249
2022
Q2 		$204K Buy
+2,765
New +$223K 0.08% 233

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

MONECO Advisors's CBRE Position: Q2 2024 in Review

MONECO Advisors sold out of CBRE Group (CBRE) in Q2 2024, closing a stake of 2,841 shares — an estimated $276K sold.

MONECO Advisors first reported a position in CBRE in Q2 2022 and held it in 7 quarters. The position peaked at $276K in Q1 2024. 782 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

  • MONECO Advisors reported no remaining CBRE Group position as of Q2 2024 after selling out during the quarter.
  • MONECO Advisors sold 2,841 CBRE Group shares in Q2 2024, an estimated $276K.
  • MONECO Advisors first reported a position in CBRE Group in Q2 2022 and held it in 7 quarters.
  • MONECO Advisors's CBRE Group position peaked at $276K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.