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Pacific Capital Wealth Advisors’s CBRE Group CBRE Stock Holding History

Pacific Capital 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
Q2 		– Sell
-56
Closed -$5.45K – 567
2024
Q1 		$5.45K Buy
+56
New +$5.03K ﹤0.01% 300

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Pacific Capital Wealth Advisors's CBRE Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of CBRE Group (CBRE) in Q2 2024, closing a stake of 56 shares — an estimated $5.45K sold.

Pacific Capital Wealth Advisors first reported a position in CBRE in Q1 2024 and held it in 1 quarter. The position peaked at $5.45K in Q1 2024. 780 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining CBRE Group position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 56 CBRE Group shares in Q2 2024, an estimated $5.45K.
  • Pacific Capital Wealth Advisors first reported a position in CBRE Group in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's CBRE Group position peaked at $5.45K in Q1 2024.
  • 780 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.