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Sterling Financial Planning’s CBRE Group CBRE Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-84
Closed -$8K – 149
2021
Q3 		$8K Hold
84
– – 0.01% 334
2021
Q2 		$7K Hold
84
– – ﹤0.01% 323
2021
Q1 		$7K Hold
84
– – 0.01% 293
2020
Q4 		$5K Buy
+84
New +$4.75K ﹤0.01% 294

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Sterling Financial Planning's CBRE Position: Q4 2021 in Review

Sterling Financial Planning sold out of CBRE Group (CBRE) in Q4 2021, closing a stake of 84 shares — an estimated $8K sold.

Sterling Financial Planning first reported a position in CBRE in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 779 funds tracked by Wall St. Rank hold CBRE as of Q4 2021.

  • Sterling Financial Planning reported no remaining CBRE Group position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 84 CBRE Group shares in Q4 2021, an estimated $8K.
  • Sterling Financial Planning first reported a position in CBRE Group in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's CBRE Group position peaked at $8K in Q3 2021.
  • 779 funds tracked by Wall St. Rank held CBRE Group as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.