TSWM
CBRE icon

Tyler-Stone Wealth Management’s CBRE Group CBRE Stock Holding History

Tyler-Stone Wealth 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
2022
Q1 		– Sell
-48
Closed -$5K – 843
2021
Q4 		$5K Buy
+48
New +$4.92K ﹤0.01% 693

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.61T 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

Tyler-Stone Wealth Management's CBRE Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of CBRE Group (CBRE) in Q1 2022, closing a stake of 48 shares — an estimated $5K sold.

Tyler-Stone Wealth Management first reported a position in CBRE in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 760 funds tracked by Wall St. Rank hold CBRE as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining CBRE Group position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 48 CBRE Group shares in Q1 2022, an estimated $5K.
  • Tyler-Stone Wealth Management first reported a position in CBRE Group in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's CBRE Group position peaked at $5K in Q4 2021.
  • 760 funds tracked by Wall St. Rank held CBRE Group as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.