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Coastwise Capital Group’s Cboe Global Markets CBOE Stock Holding History

Coastwise Capital Group’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
Q1 		– Sell
-1,057
Closed -$207K – 124
2024
Q4 		$207K Buy
1,057
+3
+0.3% +$618 0.17% 117
2024
Q3 		$216K Buy
+1,054
New +$207K 0.18% 120
2024
Q1 		– Sell
-1,268
Closed -$226K – 124
2023
Q4 		$226K Buy
+1,268
New +$217K 0.23% 102
2023
Q3 		– Sell
-1,467
Closed -$203K – 112
2023
Q2 		$203K Buy
+1,467
New +$200K 0.23% 107

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Coastwise Capital Group's CBOE Position: Q1 2025 in Review

Coastwise Capital Group sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 1,057 shares — an estimated $207K sold.

Coastwise Capital Group first reported a position in CBOE in Q2 2023 and held it in 4 quarters. The position peaked at $226K in Q4 2023. 809 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

  • Coastwise Capital Group reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
  • Coastwise Capital Group sold 1,057 Cboe Global Markets shares in Q1 2025, an estimated $207K.
  • Coastwise Capital Group first reported a position in Cboe Global Markets in Q2 2023 and held it in 4 quarters.
  • Coastwise Capital Group's Cboe Global Markets position peaked at $226K in Q4 2023.
  • 809 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Coastwise Capital Group's 13F filing for Q1 2025, filed 5 May 2025.