World Equity Group’s CBRE Group CBRE Stock Holding History

World Equity Group’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
2023 Q2	–	Sell	-31,256	Closed	-$31.3K	–	346
2023 Q1	$31.3K	Buy	+31,256	New	+$2.55M	﹤0.01%	506

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

World Equity Group's CBRE Position: Q2 2023 in Review

World Equity Group sold out of CBRE Group (CBRE) in Q2 2023, closing a stake of 31,256 shares — an estimated $31.3K sold.

World Equity Group first reported a position in CBRE in Q1 2023 and held it in 1 quarter. The position peaked at $31.3K in Q1 2023. 704 funds tracked by Wall St. Rank hold CBRE as of Q2 2023.

World Equity Group reported no remaining CBRE Group position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 31,256 CBRE Group shares in Q2 2023, an estimated $31.3K.
World Equity Group first reported a position in CBRE Group in Q1 2023 and held it in 1 quarter.
World Equity Group's CBRE Group position peaked at $31.3K in Q1 2023.
704 funds tracked by Wall St. Rank held CBRE Group as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.