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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

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Harris Associates
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State Street
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GIM
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Geode Capital Management
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Principal Financial Group
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return