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

Avior 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
-595
Closed -$116K – 983
2024
Q4 		$116K Sell
595
-47
-7% -$9.68K ﹤0.01% 849
2024
Q3 		$132K Sell
642
-565
-47% -$111K 0.01% 804
2024
Q2 		$205K Buy
1,207
+568
+89% +$101K 0.01% 665
2024
Q1 		$117K Buy
639
+617
+2,805% +$114K 0.01% 896
2023
Q4 		$3.93K Hold
22
– – ﹤0.01% 1215
2023
Q3 		$3.44K Hold
22
– – ﹤0.01% 1299
2023
Q2 		$3.04K Sell
22
-121
-85% -$16.5K ﹤0.01% 1300
2023
Q1 		$19.2K Buy
+143
New +$17.9K ﹤0.01% 950

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

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

Avior Wealth Management sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 595 shares — an estimated $116K sold.

Avior Wealth Management first reported a position in CBOE in Q1 2023 and held it in 8 quarters. The position peaked at $205K in Q2 2024. 809 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

  • Avior Wealth Management reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 595 Cboe Global Markets shares in Q1 2025, an estimated $116K.
  • Avior Wealth Management first reported a position in Cboe Global Markets in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Cboe Global Markets position peaked at $205K in Q2 2024.
  • 809 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.