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Precision Wealth Strategies’s CBRE Group CBRE Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-4,348
Closed -$327K – 131
2022
Q2 		$327K Buy
4,348
+134
+3% +$10.8K 0.26% 94
2022
Q1 		$386K Buy
+4,214
New +$411K 0.23% 93

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Precision Wealth Strategies's CBRE Position: Q3 2022 in Review

Precision Wealth Strategies sold out of CBRE Group (CBRE) in Q3 2022, closing a stake of 4,348 shares — an estimated $327K sold.

Precision Wealth Strategies first reported a position in CBRE in Q1 2022 and held it in 2 quarters. The position peaked at $386K in Q1 2022. 700 funds tracked by Wall St. Rank hold CBRE as of Q3 2022.

  • Precision Wealth Strategies reported no remaining CBRE Group position as of Q3 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,348 CBRE Group shares in Q3 2022, an estimated $327K.
  • Precision Wealth Strategies first reported a position in CBRE Group in Q1 2022 and held it in 2 quarters.
  • Precision Wealth Strategies's CBRE Group position peaked at $386K in Q1 2022.
  • 700 funds tracked by Wall St. Rank held CBRE Group as of Q3 2022.

Based on Precision Wealth Strategies's 13F filing for Q3 2022, filed 25 Oct 2022.