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National Wealth Management Group’s CBRE Group CBRE Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-7,028
Closed -$598K – 129
2023
Q2 		$598K Buy
+7,028
New +$526K 0.62% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

National Wealth Management Group's CBRE Position: Q3 2023 in Review

National Wealth Management Group sold out of CBRE Group (CBRE) in Q3 2023, closing a stake of 7,028 shares — an estimated $598K sold.

National Wealth Management Group first reported a position in CBRE in Q2 2023 and held it in 1 quarter. The position peaked at $598K in Q2 2023. 695 funds tracked by Wall St. Rank hold CBRE as of Q3 2023.

  • National Wealth Management Group reported no remaining CBRE Group position as of Q3 2023 after selling out during the quarter.
  • National Wealth Management Group sold 7,028 CBRE Group shares in Q3 2023, an estimated $598K.
  • National Wealth Management Group first reported a position in CBRE Group in Q2 2023 and held it in 1 quarter.
  • National Wealth Management Group's CBRE Group position peaked at $598K in Q2 2023.
  • 695 funds tracked by Wall St. Rank held CBRE Group as of Q3 2023.

Based on National Wealth Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.