AJ Wealth Strategies’s Cboe Global Markets CBOE Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$586K	Buy	4,249 +52	+1%	+$7.1K	0.03%	172
2023 Q1	$563K	Hold	4,197	–	–	0.03%	169
2022 Q4	$527K	Hold	4,197	–	–	0.03%	179
2022 Q3	$493K	Buy	4,197 +32	+0.8%	+$3.85K	0.03%	181
2022 Q2	$471K	Hold	4,165	–	–	0.02%	189
2022 Q1	$477K	Hold	4,165	–	–	0.02%	206
2021 Q4	$543K	Hold	4,165	–	–	0.03%	195
2021 Q3	$516K	Hold	4,165	–	–	0.03%	191
2021 Q2	$496K	Hold	4,165	–	–	0.03%	180
2021 Q1	$411K	Hold	4,165	–	–	0.03%	183
2020 Q4	$388K	Buy	4,165 +358	+9%	+$31.3K	0.03%	165
2020 Q3	$334K	Hold	3,807	–	–	0.03%	159
2020 Q2	$355K	Hold	3,807	–	–	0.04%	149
2020 Q1	$340K	Hold	3,807	–	–	0.05%	119
2019 Q4	$457K	Hold	3,807	–	–	0.05%	80
2019 Q3	$437K	Hold	3,807	–	–	0.06%	76
2019 Q2	$395K	Buy	3,807 +90	+2%	+$9.33K	0.06%	75
2019 Q1	$355K	Hold	3,717	–	–	0.06%	79
2018 Q4	$364K	Hold	3,717	–	–	0.07%	68
2018 Q3	$357K	Hold	3,717	–	–	0.07%	76
2018 Q2	$387K	Hold	3,717	–	–	0.08%	70
2018 Q1	$424K	Hold	3,717	–	–	0.1%	63
2017 Q4	$463K	Sell	3,717 -694	-16%	-$81.2K	0.12%	65
2017 Q3	$475K	Buy	4,411 +694	+19%	+$68.3K	0.15%	56
2017 Q2	$340K	Hold	3,717	–	–	0.13%	53
2017 Q1	$301K	Buy	+3,717	New	+$291K	0.13%	60

Other funds holding CBOE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AJ Wealth Strategies's CBOE Position: Q2 2023 in Review

AJ Wealth Strategies increased its Cboe Global Markets (CBOE) stake by 1.2% in Q2 2023, buying an estimated $7.1K and bringing the position to 4,249 shares worth $586K. The position accounts for 0.03% of the portfolio, ranked #172.

AJ Wealth Strategies first reported a position in CBOE in Q1 2017 and has held it in 26 quarters since. 591 funds tracked by Wall St. Rank hold CBOE as of Q2 2023.

AJ Wealth Strategies held 4,249 shares of Cboe Global Markets worth $586K as of Q2 2023.
AJ Wealth Strategies bought 52 Cboe Global Markets shares in Q2 2023, an estimated $7.1K.
Cboe Global Markets made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #172 holding.
AJ Wealth Strategies first reported a position in Cboe Global Markets in Q1 2017 and has held it in 26 quarters since.
591 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.