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Accurate Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Accurate Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,303
Closed -$2.73M – 380
2024
Q4 		$2.73M Buy
+14,303
New +$2.95M 0.52% 49
2023
Q1 		– Sell
-26
Closed -$3.19K – 423
2022
Q4 		$3.19K Buy
+26
New +$3.21K ﹤0.01% 1102

Other funds holding CBOE

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Accurate Wealth Management's CBOE Position: Q1 2025 in Review

Accurate Wealth Management sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 14,303 shares — an estimated $2.73M sold.

Accurate Wealth Management first reported a position in CBOE in Q4 2022 and held it in 2 quarters. The position peaked at $2.73M in Q4 2024. 809 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

  • Accurate Wealth Management reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 14,303 Cboe Global Markets shares in Q1 2025, an estimated $2.73M.
  • Accurate Wealth Management first reported a position in Cboe Global Markets in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's Cboe Global Markets position peaked at $2.73M in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.