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Synergy Asset Management’s CBRE Group CBRE Stock Holding History

Synergy Asset 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
2022
Q4 		– Sell
-14,277
Closed -$964K – 113
2022
Q3 		$964K Buy
+14,277
New +$1.13M 0.26% 62

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Harris Associates
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Fidelity Investments
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VH
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Synergy Asset Management's CBRE Position: Q4 2022 in Review

Synergy Asset Management sold out of CBRE Group (CBRE) in Q4 2022, closing a stake of 14,277 shares — an estimated $964K sold.

Synergy Asset Management first reported a position in CBRE in Q3 2022 and held it in 1 quarter. The position peaked at $964K in Q3 2022. 702 funds tracked by Wall St. Rank hold CBRE as of Q4 2022.

  • Synergy Asset Management reported no remaining CBRE Group position as of Q4 2022 after selling out during the quarter.
  • Synergy Asset Management sold 14,277 CBRE Group shares in Q4 2022, an estimated $964K.
  • Synergy Asset Management first reported a position in CBRE Group in Q3 2022 and held it in 1 quarter.
  • Synergy Asset Management's CBRE Group position peaked at $964K in Q3 2022.
  • 702 funds tracked by Wall St. Rank held CBRE Group as of Q4 2022.

Based on Synergy Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.