TCI Wealth Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

TCI Wealth Advisors’s Portfolio CWK Stock Details CWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,281	Closed	-$13.5K	–	696
2023 Q1	$13.5K	Sell	1,281 -6	-0.5%	-$77	﹤0.01%	906
2022 Q4	$16K	Buy	1,287 +1,276	+11,600%	+$14.8K	﹤0.01%	800
2022 Q3	$0	Buy	+11	New	+$166	﹤0.01%	2309
2022 Q2	–	Sell	-487	Closed	-$10K	–	2322
2022 Q1	$10K	Buy	487 +200	+70%	+$4.24K	﹤0.01%	1083
2021 Q4	$6K	Buy	+287	New	+$5.55K	﹤0.01%	1513

Other funds holding CWK

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Cushman & Wakefield Ltd (CWK) in Q2 2023, closing a stake of 1,281 shares — an estimated $13.5K sold.

TCI Wealth Advisors first reported a position in CWK in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2022. 189 funds tracked by Wall St. Rank hold CWK as of Q2 2023.

TCI Wealth Advisors reported no remaining Cushman & Wakefield Ltd position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,281 Cushman & Wakefield Ltd shares in Q2 2023, an estimated $13.5K.
TCI Wealth Advisors first reported a position in Cushman & Wakefield Ltd in Q4 2021 and held it in 5 quarters.
TCI Wealth Advisors's Cushman & Wakefield Ltd position peaked at $16K in Q4 2022.
189 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2023.

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