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Wealthstreet Investment Advisors’s CBRE Group CBRE Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-5,600
Closed -$443K – 127
2021
Q1 		$443K Hold
5,600
– – 0.04% 261
2020
Q4 		$351K Hold
5,600
– – 0.04% 283
2020
Q3 		$263K Hold
5,600
– – 0.03% 289
2020
Q2 		$253K Sell
5,600
-2,500
-31% -$108K 0.03% 293
2020
Q1 		$305K Hold
8,100
– – 0.05% 243
2019
Q4 		$496K Hold
8,100
– – 0.06% 237
2019
Q3 		$434K Hold
8,100
– – 0.06% 236
2019
Q2 		$416K Hold
8,100
– – 0.05% 246
2019
Q1 		$401K Hold
8,100
– – 0.05% 249
2018
Q4 		$361K Hold
8,100
– – 0.05% 250
2018
Q3 		$357K Sell
8,100
-1,200
-13% -$57.2K 0.04% 271
2018
Q2 		$444K Sell
9,300
-100
-1% -$4.73K 0.06% 251
2018
Q1 		$444K Hold
9,400
– – 0.06% 248
2017
Q4 		$407K Buy
+9,400
New +$390K 0.05% 248

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's CBRE Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of CBRE Group (CBRE) in Q2 2021, closing a stake of 5,600 shares — an estimated $443K sold.

Wealthstreet Investment Advisors first reported a position in CBRE in Q4 2017 and held it in 14 quarters. The position peaked at $496K in Q4 2019. 669 funds tracked by Wall St. Rank hold CBRE as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining CBRE Group position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,600 CBRE Group shares in Q2 2021, an estimated $443K.
  • Wealthstreet Investment Advisors first reported a position in CBRE Group in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's CBRE Group position peaked at $496K in Q4 2019.
  • 669 funds tracked by Wall St. Rank held CBRE Group as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.