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Carolinas Wealth Consulting’s Cboe Global Markets CBOE Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-2
Closed -$453 – 129
2025
Q1 		$453 Hold
2
– – ﹤0.01% 968
2024
Q4 		$391 Buy
+2
New +$412 ﹤0.01% 1025

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carolinas Wealth Consulting's CBOE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Cboe Global Markets (CBOE) in Q2 2025, closing a stake of 2 shares — an estimated $453 sold.

Carolinas Wealth Consulting first reported a position in CBOE in Q4 2024 and held it in 2 quarters. The position peaked at $453 in Q1 2025. 839 funds tracked by Wall St. Rank hold CBOE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Cboe Global Markets position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2 Cboe Global Markets shares in Q2 2025, an estimated $453.
  • Carolinas Wealth Consulting first reported a position in Cboe Global Markets in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Cboe Global Markets position peaked at $453 in Q1 2025.
  • 839 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.