WealthStone’s CBRE Group CBRE Stock Holding History

WealthStone’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
2021 Q1	$408K	Buy	5,162 +119	+2%	+$8.41K	0.14%	108
2020 Q4	$316K	Buy	5,043 +107	+2%	+$6.05K	0.11%	127
2020 Q3	$232K	Buy	+4,936	New	+$225K	0.11%	137
2019 Q3	–	Sell	-97	Closed	-$4.98K	–	149
2019 Q2	$4.98K	Buy	+97	New	+$4.82K	﹤0.01%	346

Other funds holding CBRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthStone's CBRE Position: Q1 2021 in Review

WealthStone increased its CBRE Group (CBRE) stake by 2.4% in Q1 2021, buying an estimated $8.41K and bringing the position to 5,162 shares worth $408K. The position accounts for 0.14% of the portfolio, ranked #108.

WealthStone first reported a position in CBRE in Q2 2019 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold CBRE as of Q1 2021.

WealthStone held 5,162 shares of CBRE Group worth $408K as of Q1 2021.
WealthStone bought 119 CBRE Group shares in Q1 2021, an estimated $8.41K.
CBRE Group made up 0.14% of WealthStone's portfolio in Q1 2021, its #108 holding.
WealthStone first reported a position in CBRE Group in Q2 2019 and has held it in 4 quarters since.
630 funds tracked by Wall St. Rank held CBRE Group as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.