Carolina Wealth Advisors’s CME Group CME Stock Holding History

Carolina 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
2024 Q4	–	Sell	-1	Closed	-$221	–	308
2024 Q3	$221	Buy	+1	New	+$207	﹤0.01%	326

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Carolina Wealth Advisors's CME Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of CME Group (CME) in Q4 2024, closing a stake of 1 share — an estimated $221 sold.

Carolina Wealth Advisors first reported a position in CME in Q3 2024 and held it in 1 quarter. The position peaked at $221 in Q3 2024. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

Carolina Wealth Advisors reported no remaining CME Group position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 1 CME Group share in Q4 2024, an estimated $221.
Carolina Wealth Advisors first reported a position in CME Group in Q3 2024 and held it in 1 quarter.
Carolina Wealth Advisors's CME Group position peaked at $221 in Q3 2024.
1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.