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One Wealth Advisors’s CBRE Group CBRE Stock Holding History

One 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
2022
Q1 		– Sell
-2,069
Closed -$225K – 205
2021
Q4 		$225K Sell
2,069
-197
-9% -$20.2K 0.06% 177
2021
Q3 		$221K Sell
2,266
-1,517
-40% -$141K 0.06% 189
2021
Q2 		$324K Buy
3,783
+237
+7% +$20.2K 0.1% 113
2021
Q1 		$281K Buy
3,546
+180
+5% +$12.7K 0.11% 112
2020
Q4 		$211K Buy
+3,366
New +$190K 0.11% 119
2018
Q4 		– Sell
-2,028
Closed -$89K – 162
2018
Q3 		$89K Sell
2,028
-52
-3% -$2.48K 0.07% 203
2018
Q2 		$99K Buy
2,080
+20
+1% +$946 0.08% 192
2018
Q1 		$97K Sell
2,060
-152
-7% -$6.92K 0.09% 177
2017
Q4 		$96K Buy
+2,212
New +$91.7K 0.08% 204

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
VH
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
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