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Wipfli Financial Advisors’s CBRE Group CBRE Stock Holding History

Wipfli Financial 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
2022
Q3 		$473K Buy
+7,000
New +$555K 0.03% 234

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wipfli Financial Advisors's CBRE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CBRE Group (CBRE) in Q3 2022: 7,000 shares worth $473K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings.

700 funds tracked by Wall St. Rank hold CBRE as of Q3 2022.

  • Wipfli Financial Advisors held 7,000 shares of CBRE Group worth $473K as of Q3 2022.
  • CBRE Group was a new Wipfli Financial Advisors position in Q3 2022.
  • CBRE Group made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #234 holding.
  • 700 funds tracked by Wall St. Rank held CBRE Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.