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Riverview Trust Company’s Cushman & Wakefield Ltd CWK Stock Holding History

Riverview Trust Company’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,767
Closed -$13.5K – 214
2023
Q3 		$13.5K Hold
1,767
– – 0.01% 595
2023
Q2 		$14.5K Buy
+1,767
New +$15.4K 0.01% 549

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Riverview Trust Company's CWK Position: Q4 2023 in Review

Riverview Trust Company sold out of Cushman & Wakefield Ltd (CWK) in Q4 2023, closing a stake of 1,767 shares — an estimated $13.5K sold.

Riverview Trust Company first reported a position in CWK in Q2 2023 and held it in 2 quarters. The position peaked at $14.5K in Q2 2023. 225 funds tracked by Wall St. Rank hold CWK as of Q4 2023.

  • Riverview Trust Company reported no remaining Cushman & Wakefield Ltd position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 1,767 Cushman & Wakefield Ltd shares in Q4 2023, an estimated $13.5K.
  • Riverview Trust Company first reported a position in Cushman & Wakefield Ltd in Q2 2023 and held it in 2 quarters.
  • Riverview Trust Company's Cushman & Wakefield Ltd position peaked at $14.5K in Q2 2023.
  • 225 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.