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Red Door Wealth Management’s CBRE Group CBRE Stock Holding History

Red Door Wealth Management’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
2021
Q3 		– Sell
-118
Closed -$10K – 230
2021
Q2 		$10K Buy
+118
New +$10.1K ﹤0.01% 434

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Red Door Wealth Management's CBRE Position: Q3 2021 in Review

Red Door Wealth Management sold out of CBRE Group (CBRE) in Q3 2021, closing a stake of 118 shares — an estimated $10K sold.

Red Door Wealth Management first reported a position in CBRE in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 683 funds tracked by Wall St. Rank hold CBRE as of Q3 2021.

  • Red Door Wealth Management reported no remaining CBRE Group position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 118 CBRE Group shares in Q3 2021, an estimated $10K.
  • Red Door Wealth Management first reported a position in CBRE Group in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's CBRE Group position peaked at $10K in Q2 2021.
  • 683 funds tracked by Wall St. Rank held CBRE Group as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.