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Unique Wealth Strategies’s Cushman & Wakefield Ltd CWK Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-1,100
Closed -$11.5K – 323
2024
Q2 		$11.5K Buy
+1,100
New +$11.4K 0.01% 307

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Unique Wealth Strategies's CWK Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Cushman & Wakefield Ltd (CWK) in Q3 2024, closing a stake of 1,100 shares — an estimated $11.5K sold.

Unique Wealth Strategies first reported a position in CWK in Q2 2024 and held it in 1 quarter. The position peaked at $11.5K in Q2 2024. 251 funds tracked by Wall St. Rank hold CWK as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Cushman & Wakefield Ltd position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,100 Cushman & Wakefield Ltd shares in Q3 2024, an estimated $11.5K.
  • Unique Wealth Strategies first reported a position in Cushman & Wakefield Ltd in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Cushman & Wakefield Ltd position peaked at $11.5K in Q2 2024.
  • 251 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.