BDO Wealth Advisors’s CME Group CME Stock Holding History

BDO 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
2023 Q2	$9.82K	Buy	53 +10	+23%	+$1.85K	﹤0.01%	697
2023 Q1	$8.24K	Hold	43	–	–	﹤0.01%	741
2022 Q4	$7.23K	Sell	43 -150	-78%	-$26.1K	﹤0.01%	728
2022 Q3	$34K	Hold	193	–	–	﹤0.01%	472
2022 Q2	$40K	Hold	193	–	–	﹤0.01%	442
2022 Q1	$46K	Hold	193	–	–	﹤0.01%	444
2021 Q4	$44K	Hold	193	–	–	﹤0.01%	463
2021 Q3	$37K	Hold	193	–	–	﹤0.01%	490
2021 Q2	$41K	Hold	193	–	–	﹤0.01%	491
2021 Q1	$39K	Sell	193 -10	-5%	-$1.97K	﹤0.01%	488
2020 Q4	$37K	Sell	203 -141	-41%	-$24K	0.01%	384
2020 Q3	$58K	Buy	344 +141	+69%	+$23.8K	0.01%	312
2020 Q2	$33K	Hold	203	–	–	0.01%	366
2020 Q1	$35K	Buy	203 +53	+35%	+$10.5K	0.01%	370
2019 Q4	$30K	Hold	150	–	–	0.01%	351
2019 Q3	$32K	Buy	+150	New	+$31.3K	0.01%	361
2019 Q2	–	Sell	-123	Closed	-$20K	–	621
2019 Q1	$20K	Hold	123	–	–	0.01%	375
2018 Q4	$23K	Sell	123 -12	-9%	-$2.22K	0.01%	325
2018 Q3	$23K	Sell	135 -25	-16%	-$4.21K	0.01%	368
2018 Q2	$26K	Sell	160 -18	-10%	-$2.94K	0.01%	360
2018 Q1	$29K	Sell	178 -23	-11%	-$3.66K	0.01%	292
2017 Q4	$29K	Buy	201 +4	+2%	+$570	0.01%	248
2017 Q3	$27K	Sell	197 -24	-11%	-$3.03K	0.01%	236
2017 Q2	$28K	Buy	+221	New	+$26.4K	0.01%	274

Other funds holding CME

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

BDO Wealth Advisors's CME Position: Q2 2023 in Review

BDO Wealth Advisors increased its CME Group (CME) stake by 23% in Q2 2023, buying an estimated $1.85K and bringing the position to 53 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

BDO Wealth Advisors first reported a position in CME in Q2 2017 and has held it in 24 quarters since. The position peaked at $58K in Q3 2020. 1,193 funds tracked by Wall St. Rank hold CME as of Q2 2023.

BDO Wealth Advisors held 53 shares of CME Group worth $9.82K as of Q2 2023.
BDO Wealth Advisors bought 10 CME Group shares in Q2 2023, an estimated $1.85K.
CME Group made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #697 holding.
BDO Wealth Advisors first reported a position in CME Group in Q2 2017 and has held it in 24 quarters since.
BDO Wealth Advisors's CME Group position peaked at $58K in Q3 2020.
1,193 funds tracked by Wall St. Rank held CME Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.