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Cherry Tree Wealth Management’s CME Group CME Stock Holding History

Cherry Tree Wealth Management’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
Q1 		– Sell
-15
Closed -$3.16K – 600
2023
Q4 		$3.16K Hold
15
– – ﹤0.01% 466
2023
Q3 		$3K Hold
15
– – ﹤0.01% 457
2023
Q2 		$2.78K Buy
+15
New +$2.77K ﹤0.01% 467

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cherry Tree Wealth Management's CME Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of CME Group (CME) in Q1 2024, closing a stake of 15 shares — an estimated $3.16K sold.

Cherry Tree Wealth Management first reported a position in CME in Q2 2023 and held it in 3 quarters. The position peaked at $3.16K in Q4 2023. 1,372 funds tracked by Wall St. Rank hold CME as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining CME Group position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 15 CME Group shares in Q1 2024, an estimated $3.16K.
  • Cherry Tree Wealth Management first reported a position in CME Group in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's CME Group position peaked at $3.16K in Q4 2023.
  • 1,372 funds tracked by Wall St. Rank held CME Group as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.