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TD Ameritrade Investment Management’s CBRE Group CBRE Stock Holding History

TD Ameritrade Investment 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
2023
Q1 		– Sell
-135
Closed -$10K – 595
2022
Q4 		$10K Buy
+135
New +$9.97K ﹤0.01% 384
2022
Q3 		– Sell
-333
Closed -$25K – 589
2022
Q2 		$25K Sell
333
-203
-38% -$16.3K ﹤0.01% 363
2022
Q1 		$49K Sell
536
-9
-2% -$877 ﹤0.01% 351
2021
Q4 		$59K Buy
+545
New +$55.8K ﹤0.01% 330

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TD Ameritrade Investment Management's CBRE Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of CBRE Group (CBRE) in Q1 2023, closing a stake of 135 shares — an estimated $10K sold.

TD Ameritrade Investment Management first reported a position in CBRE in Q4 2021 and held it in 4 quarters. The position peaked at $59K in Q4 2021. 709 funds tracked by Wall St. Rank hold CBRE as of Q1 2023.

  • TD Ameritrade Investment Management reported no remaining CBRE Group position as of Q1 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 135 CBRE Group shares in Q1 2023, an estimated $10K.
  • TD Ameritrade Investment Management first reported a position in CBRE Group in Q4 2021 and held it in 4 quarters.
  • TD Ameritrade Investment Management's CBRE Group position peaked at $59K in Q4 2021.
  • 709 funds tracked by Wall St. Rank held CBRE Group as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.