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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Burt Wealth Advisors's CBOE Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Cboe Global Markets (CBOE) in Q1 2021, closing a stake of 150 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in CBOE in Q1 2016 and held it in 13 quarters. The position peaked at $20K in Q1 2016. 492 funds tracked by Wall St. Rank hold CBOE as of Q1 2021.

Burt Wealth Advisors reported no remaining Cboe Global Markets position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 150 Cboe Global Markets shares in Q1 2021, an estimated $14K.
Burt Wealth Advisors first reported a position in Cboe Global Markets in Q1 2016 and held it in 13 quarters.
Burt Wealth Advisors's Cboe Global Markets position peaked at $20K in Q1 2016.
492 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.