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V Wealth Advisors’s CBRE Group CBRE Stock Holding History

V Wealth 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
2023
Q3 		– Sell
-4,658
Closed -$376K – 148
2023
Q2 		$376K Sell
4,658
-1,540
-25% -$115K 0.06% 243
2023
Q1 		$451K Sell
6,198
-6,769
-52% -$553K 0.08% 208
2022
Q4 		$998K Sell
12,967
-2,242
-15% -$166K 0.21% 114
2022
Q3 		$1.03M Sell
15,209
-90
-0.6% -$7.13K 0.21% 109
2022
Q2 		$1.13M Sell
15,299
-815
-5% -$65.6K 0.21% 117
2022
Q1 		$1.48M Buy
16,114
+13,725
+575% +$1.34M 0.24% 105
2021
Q4 		$259K Buy
2,389
+25
+1% +$2.56K 0.04% 383
2021
Q3 		$230K Buy
+2,364
New +$220K 0.04% 406
2020
Q1 		– Sell
-6,744
Closed -$357K – 320
2019
Q4 		$357K Hold
6,744
– – 0.13% 180
2019
Q3 		$357K Sell
6,744
-53
-0.8% -$2.79K 0.13% 180
2019
Q2 		$358K Sell
6,797
-205
-3% -$10.2K 0.14% 173
2019
Q1 		$361K Buy
+7,002
New +$329K 0.15% 156
2016
Q3 		– Sell
-39,162
Closed -$1.03M – 169
2016
Q2 		$1.03M Sell
39,162
-362
-0.9% -$10.6K 0.85% 41
2016
Q1 		$1.14M Buy
+39,524
New +$1.09M 0.91% 41

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

V Wealth Advisors's CBRE Position: Q3 2023 in Review

V Wealth Advisors sold out of CBRE Group (CBRE) in Q3 2023, closing a stake of 4,658 shares — an estimated $376K sold.

V Wealth Advisors first reported a position in CBRE in Q1 2016 and held it in 14 quarters. The position peaked at $1.48M in Q1 2022. 695 funds tracked by Wall St. Rank hold CBRE as of Q3 2023.

  • V Wealth Advisors reported no remaining CBRE Group position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 4,658 CBRE Group shares in Q3 2023, an estimated $376K.
  • V Wealth Advisors first reported a position in CBRE Group in Q1 2016 and held it in 14 quarters.
  • V Wealth Advisors's CBRE Group position peaked at $1.48M in Q1 2022.
  • 695 funds tracked by Wall St. Rank held CBRE Group as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.