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Confluence Wealth Services’s Cboe Global Markets CBOE Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-15
Closed -$1K – 378
2021
Q4 		$1K Buy
+15
New +$1.94K ﹤0.01% 1176

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Geode Capital Management
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Parnassus Investments
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Confluence Wealth Services's CBOE Position: Q1 2022 in Review

Confluence Wealth Services sold out of Cboe Global Markets (CBOE) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in CBOE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 546 funds tracked by Wall St. Rank hold CBOE as of Q1 2022.

  • Confluence Wealth Services reported no remaining Cboe Global Markets position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 15 Cboe Global Markets shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in Cboe Global Markets in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Cboe Global Markets position peaked at $1K in Q4 2021.
  • 546 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.