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Concord Wealth Partners’s Cboe Global Markets CBOE Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-34
Closed -$4K – 303
2022
Q2 		$4K Hold
34
– – ﹤0.01% 855
2022
Q1 		$4K Hold
34
– – ﹤0.01% 945
2021
Q4 		$4K Buy
+34
New +$4.39K ﹤0.01% 979

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Janus Henderson Group
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Parnassus Investments
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Massachusetts Financial Services
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's CBOE Position: Q3 2022 in Review

Concord Wealth Partners sold out of Cboe Global Markets (CBOE) in Q3 2022, closing a stake of 34 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in CBOE in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 546 funds tracked by Wall St. Rank hold CBOE as of Q3 2022.

  • Concord Wealth Partners reported no remaining Cboe Global Markets position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 34 Cboe Global Markets shares in Q3 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in Cboe Global Markets in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Cboe Global Markets position peaked at $4K in Q2 2022.
  • 546 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.