SPWM
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Spartan Planning & Wealth Management’s CBRE Group CBRE Stock Holding History

Spartan Planning & 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
2023
Q4 		$78.3K Buy
+841
New +$65.4K 0.08% 110
2022
Q4 		$109K Buy
+1,412
New +$104K 0.14% 79
2022
Q3 		– Sell
-2
Closed – – 80
2022
Q2 		$0 Sell
2
-1,460
-100% -$118K ﹤0.01% 100
2022
Q1 		$134K Buy
+1,462
New +$142K 0.17% 63

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Spartan Planning & Wealth Management's CBRE Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in CBRE Group (CBRE) in Q4 2023: 841 shares worth $78.3K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in CBRE as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in CBRE in Q1 2022 and has held it in 4 quarters since. The position peaked at $134K in Q1 2022. 761 funds tracked by Wall St. Rank hold CBRE as of Q4 2023.

  • Spartan Planning & Wealth Management held 841 shares of CBRE Group worth $78.3K as of Q4 2023.
  • CBRE Group was a new Spartan Planning & Wealth Management position in Q4 2023.
  • CBRE Group made up 0.08% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #110 holding.
  • Spartan Planning & Wealth Management first reported a position in CBRE Group in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's CBRE Group position peaked at $134K in Q1 2022.
  • 761 funds tracked by Wall St. Rank held CBRE Group as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.