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TruWealth Advisors’s CBRE Group CBRE Stock Holding History

TruWealth 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
2022
Q4 		– Sell
-4,179
Closed -$282K – 140
2022
Q3 		$282K Buy
4,179
+346
+9% +$27.4K 0.03% 111
2022
Q2 		$282K Buy
3,833
+1,433
+60% +$115K 0.03% 106
2022
Q1 		$220K Buy
+2,400
New +$234K 0.02% 116

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 $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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 $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TruWealth Advisors's CBRE Position: Q4 2022 in Review

TruWealth Advisors sold out of CBRE Group (CBRE) in Q4 2022, closing a stake of 4,179 shares — an estimated $282K sold.

TruWealth Advisors first reported a position in CBRE in Q1 2022 and held it in 3 quarters. The position peaked at $282K in Q3 2022. 702 funds tracked by Wall St. Rank hold CBRE as of Q4 2022.

  • TruWealth Advisors reported no remaining CBRE Group position as of Q4 2022 after selling out during the quarter.
  • TruWealth Advisors sold 4,179 CBRE Group shares in Q4 2022, an estimated $282K.
  • TruWealth Advisors first reported a position in CBRE Group in Q1 2022 and held it in 3 quarters.
  • TruWealth Advisors's CBRE Group position peaked at $282K in Q3 2022.
  • 702 funds tracked by Wall St. Rank held CBRE Group as of Q4 2022.

Based on TruWealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.