Summit Wealth Group’s CBRE Group CBRE Stock Holding History

Summit Wealth Group’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	-14	Closed	-$1K	–	72
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	180
2021 Q1	$1K	Buy	+14	New	+$990	﹤0.01%	160

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth Group's CBRE Position: Q3 2021 in Review

Summit Wealth Group sold out of CBRE Group (CBRE) in Q3 2021, closing a stake of 14 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in CBRE in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 683 funds tracked by Wall St. Rank hold CBRE as of Q3 2021.

Summit Wealth Group reported no remaining CBRE Group position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 14 CBRE Group shares in Q3 2021, an estimated $1K.
Summit Wealth Group first reported a position in CBRE Group in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's CBRE Group position peaked at $1K in Q2 2021.
683 funds tracked by Wall St. Rank held CBRE Group as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.