Moser Wealth Advisors’s CBRE Group CBRE Stock Holding History

Moser Wealth 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
2021 Q2	–	Sell	-31	Closed	-$2K	–	142
2021 Q1	$2K	Buy	+31	New	+$2.19K	﹤0.01%	130

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

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

Moser Wealth Advisors's CBRE Position: Q2 2021 in Review

Moser Wealth Advisors sold out of CBRE Group (CBRE) in Q2 2021, closing a stake of 31 shares — an estimated $2K sold.

Moser Wealth Advisors first reported a position in CBRE in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 670 funds tracked by Wall St. Rank hold CBRE as of Q2 2021.

Moser Wealth Advisors reported no remaining CBRE Group position as of Q2 2021 after selling out during the quarter.
Moser Wealth Advisors sold 31 CBRE Group shares in Q2 2021, an estimated $2K.
Moser Wealth Advisors first reported a position in CBRE Group in Q1 2021 and held it in 1 quarter.
Moser Wealth Advisors's CBRE Group position peaked at $2K in Q1 2021.
670 funds tracked by Wall St. Rank held CBRE Group as of Q2 2021.

Based on Moser Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.