Wealthcare Advisory Partners’s CBRE Group CBRE Stock Holding History

Wealthcare Advisory Partners’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
2024 Q2	–	Sell	-3,226	Closed	-$314K	–	827
2024 Q1	$314K	Buy	+3,226	New	+$290K	0.01%	656
2021 Q2	–	Sell	-478	Closed	-$38K	–	745
2021 Q1	$38K	Buy	+478	New	+$33.8K	﹤0.01%	965
2020 Q2	–	Sell	-294	Closed	-$11K	–	459
2020 Q1	$11K	Hold	294	–	–	﹤0.01%	892
2019 Q4	$18K	Sell	294 -960	-77%	-$53.2K	﹤0.01%	783
2019 Q3	$67K	Buy	1,254 +960	+327%	+$50.5K	0.01%	470
2019 Q2	$15K	Hold	294	–	–	﹤0.01%	797
2019 Q1	$14K	Hold	294	–	–	﹤0.01%	737
2018 Q4	$12K	Hold	294	–	–	﹤0.01%	744
2018 Q3	$13K	Hold	294	–	–	﹤0.01%	773
2018 Q2	$14K	Buy	294 +104	+55%	+$4.92K	﹤0.01%	748
2018 Q1	$9K	Hold	190	–	–	﹤0.01%	742
2017 Q4	$8K	Buy	190 +125	+192%	+$5.18K	﹤0.01%	711
2017 Q3	$2K	Buy	+65	New	+$2.39K	﹤0.01%	755

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Wealthcare Advisory Partners's CBRE Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of CBRE Group (CBRE) in Q2 2024, closing a stake of 3,226 shares — an estimated $314K sold.

Wealthcare Advisory Partners first reported a position in CBRE in Q3 2017 and held it in 13 quarters. The position peaked at $314K in Q1 2024. 782 funds tracked by Wall St. Rank hold CBRE as of Q2 2024.

Wealthcare Advisory Partners reported no remaining CBRE Group position as of Q2 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,226 CBRE Group shares in Q2 2024, an estimated $314K.
Wealthcare Advisory Partners first reported a position in CBRE Group in Q3 2017 and held it in 13 quarters.
Wealthcare Advisory Partners's CBRE Group position peaked at $314K in Q1 2024.
782 funds tracked by Wall St. Rank held CBRE Group as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.