Burt Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-150	Closed	-$14K	–	134
2020 Q4	$14K	Hold	150	–	–	﹤0.01%	270
2020 Q3	$13K	Hold	150	–	–	﹤0.01%	267
2020 Q2	$14K	Hold	150	–	–	0.01%	248
2020 Q1	$13K	Hold	150	–	–	0.01%	251
2019 Q4	$18K	Hold	150	–	–	0.01%	249
2019 Q3	$17K	Hold	150	–	–	0.01%	254
2019 Q2	$16K	Hold	150	–	–	0.01%	258
2019 Q1	$14K	Hold	150	–	–	0.01%	264
2018 Q4	$15K	Hold	150	–	–	0.01%	256
2018 Q3	$14K	Hold	150	–	–	0.01%	275
2018 Q2	$16K	Hold	150	–	–	0.01%	263
2018 Q1	$17K	Buy	+150	New	+$18.2K	0.01%	260
2016 Q2	–	Sell	-300	Closed	-$20K	–	437
2016 Q1	$20K	Buy	+300	New	+$19.1K	0.02%	246

Other funds holding CBOE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments

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