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Amplius Wealth Advisors’s CME Group CME Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-536
Closed -$122K – 299
2021
Q4 		$122K Buy
+536
New +$118K 0.02% 227

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's CME Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of CME Group (CME) in Q1 2022, closing a stake of 536 shares — an estimated $122K sold.

Amplius Wealth Advisors first reported a position in CME in Q4 2021 and held it in 1 quarter. The position peaked at $122K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold CME as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining CME Group position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 536 CME Group shares in Q1 2022, an estimated $122K.
  • Amplius Wealth Advisors first reported a position in CME Group in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's CME Group position peaked at $122K in Q4 2021.
  • 1,183 funds tracked by Wall St. Rank held CME Group as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.