Sutton Wealth Advisors’s CBRE Group CBRE Stock Holding History

Sutton Wealth Advisors’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 Q3	$8.71K	Buy	118 +8	+7%	+$663	﹤0.01%	500
2023 Q2	$8.88K	Hold	110	–	–	﹤0.01%	479
2023 Q1	$8.01K	Hold	110	–	–	﹤0.01%	460
2022 Q4	$8.47K	Sell	110 -36	-25%	-$2.66K	﹤0.01%	995
2022 Q3	$9.86K	Hold	146	–	–	﹤0.01%	888
2022 Q2	$10.7K	Buy	146 +35	+32%	+$2.82K	﹤0.01%	881
2022 Q1	$10.2K	Buy	111 +10	+10%	+$974	﹤0.01%	930
2021 Q4	$11K	Buy	101 +16	+19%	+$1.64K	﹤0.01%	905
2021 Q3	$8.28K	Buy	85 +2	+2%	+$186	﹤0.01%	968
2021 Q2	$7.12K	Hold	83	–	–	﹤0.01%	987
2021 Q1	$6.57K	Buy	83 +3	+4%	+$212	﹤0.01%	964
2020 Q4	$5.02K	Buy	80 +13	+19%	+$735	﹤0.01%	977
2020 Q3	$3.15K	Hold	67	–	–	﹤0.01%	1022
2020 Q2	$3.03K	Hold	67	–	–	﹤0.01%	1003
2020 Q1	$2.53K	Buy	67 +7	+12%	+$387	﹤0.01%	1002
2019 Q4	$3.68K	Hold	60	–	–	﹤0.01%	987
2019 Q3	$3.18K	Hold	60	–	–	﹤0.01%	1003
2019 Q2	$3.08K	Hold	60	–	–	﹤0.01%	996
2019 Q1	$2.97K	Hold	60	–	–	﹤0.01%	1001
2018 Q4	$2.4K	Hold	60	–	–	﹤0.01%	978
2018 Q3	$2.65K	Buy	+60	New	+$2.86K	﹤0.01%	973

Other funds holding CBRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sutton Wealth Advisors's CBRE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its CBRE Group (CBRE) stake by 7.3% in Q3 2023, buying an estimated $663 and bringing the position to 118 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Sutton Wealth Advisors first reported a position in CBRE in Q3 2018 and has held it in 21 quarters since. The position peaked at $11K in Q4 2021. 696 funds tracked by Wall St. Rank hold CBRE as of Q3 2023.

Sutton Wealth Advisors held 118 shares of CBRE Group worth $8.71K as of Q3 2023.
Sutton Wealth Advisors bought 8 CBRE Group shares in Q3 2023, an estimated $663.
CBRE Group made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #500 holding.
Sutton Wealth Advisors first reported a position in CBRE Group in Q3 2018 and has held it in 21 quarters since.
Sutton Wealth Advisors's CBRE Group position peaked at $11K in Q4 2021.
696 funds tracked by Wall St. Rank held CBRE Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.