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SYSTM Wealth Solutions’s CBRE Group CBRE Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-262
Closed -$25.5K – 713
2024
Q1 		$25.5K Hold
262
– – ﹤0.01% 669
2023
Q4 		$24.4K Buy
+262
New +$20.4K ﹤0.01% 693

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Harris Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

SYSTM Wealth Solutions's CBRE Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of CBRE Group (CBRE) in Q2 2024, closing a stake of 262 shares — an estimated $25.5K sold.

SYSTM Wealth Solutions first reported a position in CBRE in Q4 2023 and held it in 2 quarters. The position peaked at $25.5K in Q1 2024. 780 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining CBRE Group position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 262 CBRE Group shares in Q2 2024, an estimated $25.5K.
  • SYSTM Wealth Solutions first reported a position in CBRE Group in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's CBRE Group position peaked at $25.5K in Q1 2024.
  • 780 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.