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Altium Wealth Management’s CME Group CME Stock Holding History

Altium 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
2022
Q2 		$260K Sell
1,270
-101
-7% -$21.4K 0.02% 317
2022
Q1 		$326K Sell
1,371
-113
-8% -$26.5K 0.02% 313
2021
Q4 		$339K Buy
1,484
+33
+2% +$7.26K 0.02% 312
2021
Q3 		$281K Sell
1,451
-67
-4% -$13.6K 0.02% 314
2021
Q2 		$323K Sell
1,518
-138
-8% -$29.1K 0.02% 302
2021
Q1 		$338K Buy
1,656
+10
+0.6% +$1.97K 0.03% 289
2020
Q4 		$300K Sell
1,646
-203
-11% -$34.5K 0.03% 283
2020
Q3 		$309K Sell
1,849
-98
-5% -$16.5K 0.03% 259
2020
Q2 		$316K Buy
1,947
+85
+5% +$15.2K 0.04% 261
2020
Q1 		$322K Buy
1,862
+77
+4% +$15.3K 0.04% 198
2019
Q4 		$358K Buy
1,785
+140
+9% +$28.7K 0.04% 200
2019
Q3 		$348K Sell
1,645
-65
-4% -$13.6K 0.05% 199
2019
Q2 		$332K Sell
1,710
-709
-29% -$131K 0.05% 204
2019
Q1 		$398K Buy
2,419
+377
+18% +$66.6K 0.06% 185
2018
Q4 		$384K Sell
2,042
-47
-2% -$8.68K 0.07% 175
2018
Q3 		$356K Buy
2,089
+21
+1% +$3.54K 0.07% 195
2018
Q2 		$339K Buy
+2,068
New +$338K 0.09% 161

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Altium Wealth Management's CME Position: Q2 2022 in Review

Altium Wealth Management reduced its CME Group (CME) stake by 7.4% in Q2 2022, selling an estimated $21.4K and leaving 1,270 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #317.

Altium Wealth Management first reported a position in CME in Q2 2018 and has held it in 17 quarters since. The position peaked at $398K in Q1 2019. 1,158 funds tracked by Wall St. Rank hold CME as of Q2 2022.

  • Altium Wealth Management held 1,270 shares of CME Group worth $260K as of Q2 2022.
  • Altium Wealth Management sold 101 CME Group shares in Q2 2022, an estimated $21.4K.
  • CME Group made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #317 holding.
  • Altium Wealth Management first reported a position in CME Group in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's CME Group position peaked at $398K in Q1 2019.
  • 1,158 funds tracked by Wall St. Rank held CME Group as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.