OWA
CBRE icon

Opal Wealth Advisors’s CBRE Group CBRE Stock Holding History

Opal 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
2024
Q3 		– Sell
-6
Closed -$535 – 345
2024
Q2 		$535 Buy
+6
New +$532 ﹤0.01% 1159

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Opal Wealth Advisors's CBRE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of CBRE Group (CBRE) in Q3 2024, closing a stake of 6 shares — an estimated $535 sold.

Opal Wealth Advisors first reported a position in CBRE in Q2 2024 and held it in 1 quarter. The position peaked at $535 in Q2 2024. 865 funds tracked by Wall St. Rank hold CBRE as of Q3 2024.

  • Opal Wealth Advisors reported no remaining CBRE Group position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 6 CBRE Group shares in Q3 2024, an estimated $535.
  • Opal Wealth Advisors first reported a position in CBRE Group in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's CBRE Group position peaked at $535 in Q2 2024.
  • 865 funds tracked by Wall St. Rank held CBRE Group as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.