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TCI Wealth Advisors’s CBRE Group CBRE Stock Holding History

TCI 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
2014
Q1 		– Sell
-460
Closed -$12K – 888
2013
Q4 		$12K Hold
460
– – 0.01% 394
2013
Q3 		$11K Buy
460
+255
+124% +$5.9K 0.01% 357
2013
Q2 		$5K Buy
+205
New +$4.88K ﹤0.01% 443

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TCI Wealth Advisors's CBRE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CBRE Group (CBRE) in Q2 2023, closing a stake of 699 shares — an estimated $50.9K sold.

TCI Wealth Advisors first reported a position in CBRE in Q1 2014 and held it in 37 quarters. The position peaked at $81K in Q4 2019. 706 funds tracked by Wall St. Rank hold CBRE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining CBRE Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 699 CBRE Group shares in Q2 2023, an estimated $50.9K.
  • TCI Wealth Advisors first reported a position in CBRE Group in Q1 2014 and held it in 37 quarters.
  • TCI Wealth Advisors's CBRE Group position peaked at $81K in Q4 2019.
  • 706 funds tracked by Wall St. Rank held CBRE Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.