TWP
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TFO Wealth Partners’s Cushman & Wakefield Ltd CWK Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$21 – 231
2024
Q1 		$21 Hold
2
– – ﹤0.01% 766
2023
Q4 		$22 Hold
2
– – ﹤0.01% 912
2023
Q3 		$16 Hold
2
– – ﹤0.01% 1095
2023
Q2 		$16 Hold
2
– – ﹤0.01% 819
2023
Q1 		$21 Buy
2
+1
+100% +$13 ﹤0.01% 794
2022
Q4 		$8 Buy
+1
New +$12 ﹤0.01% 923

Other funds holding CWK

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TFO Wealth Partners's CWK Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cushman & Wakefield Ltd (CWK) in Q2 2024, closing a stake of 2 shares — an estimated $21 sold.

TFO Wealth Partners first reported a position in CWK in Q4 2022 and held it in 6 quarters. The position peaked at $22 in Q4 2023. 244 funds tracked by Wall St. Rank hold CWK as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cushman & Wakefield Ltd position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Cushman & Wakefield Ltd shares in Q2 2024, an estimated $21.
  • TFO Wealth Partners first reported a position in Cushman & Wakefield Ltd in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Cushman & Wakefield Ltd position peaked at $22 in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.