Buck Wealth Strategies’s CME Group CME Stock Holding History

Buck Wealth Strategies’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 Q4	–	Sell	-12	Closed	-$2.49K	–	113
2023 Q3	$2.49K	Hold	12	–	–	﹤0.01%	298
2023 Q2	$2.29K	Hold	12	–	–	﹤0.01%	232
2023 Q1	$2.35K	Buy	+12	New	+$2.17K	﹤0.01%	177

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Buck Wealth Strategies's CME Position: Q4 2023 in Review

Buck Wealth Strategies sold out of CME Group (CME) in Q4 2023, closing a stake of 12 shares — an estimated $2.49K sold.

Buck Wealth Strategies first reported a position in CME in Q1 2023 and held it in 3 quarters. The position peaked at $2.49K in Q3 2023. 1,361 funds tracked by Wall St. Rank hold CME as of Q4 2023.

Buck Wealth Strategies reported no remaining CME Group position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 12 CME Group shares in Q4 2023, an estimated $2.49K.
Buck Wealth Strategies first reported a position in CME Group in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's CME Group position peaked at $2.49K in Q3 2023.
1,361 funds tracked by Wall St. Rank held CME Group as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.