AWM
CME icon

Accurate Wealth Management’s CME Group CME Stock Holding History

Accurate Wealth Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,099
Closed -$2.19M – 276
2023
Q3 		$2.19M Buy
+10,099
New +$2.01M 0.69% 45
2023
Q1 		– Sell
-8,611
Closed -$1.53M – 468
2022
Q4 		$1.53M Sell
8,611
-6,804
-44% -$1.18M 0.56% 40
2022
Q3 		$2.67M Buy
+15,415
New +$3.05M 1.11% 25

Other funds holding CME

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Accurate Wealth Management's CME Position: Q4 2023 in Review

Accurate Wealth Management sold out of CME Group (CME) in Q4 2023, closing a stake of 10,099 shares — an estimated $2.19M sold.

Accurate Wealth Management first reported a position in CME in Q3 2022 and held it in 3 quarters. The position peaked at $2.67M in Q3 2022. 1,364 funds tracked by Wall St. Rank hold CME as of Q4 2023.

  • Accurate Wealth Management reported no remaining CME Group position as of Q4 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10,099 CME Group shares in Q4 2023, an estimated $2.19M.
  • Accurate Wealth Management first reported a position in CME Group in Q3 2022 and held it in 3 quarters.
  • Accurate Wealth Management's CME Group position peaked at $2.67M in Q3 2022.
  • 1,364 funds tracked by Wall St. Rank held CME Group as of Q4 2023.

Based on Accurate Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.