CPC
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Consolidated Planning Corp’s Cboe Global Markets CBOE Stock Holding History

Consolidated Planning Corp’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
-2,099
Closed -$410K – 186
2024
Q4 		$410K Sell
2,099
-1,428
-40% -$294K 0.06% 142
2024
Q3 		$723K Buy
+3,527
New +$693K 0.11% 106
2024
Q2 		– Sell
-1,470
Closed -$270K – 187
2024
Q1 		$270K Buy
+1,470
New +$271K 0.05% 150

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

Consolidated Planning Corp's CBOE Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 2,099 shares — an estimated $410K sold.

Consolidated Planning Corp first reported a position in CBOE in Q1 2024 and held it in 3 quarters. The position peaked at $723K in Q3 2024. 809 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,099 Cboe Global Markets shares in Q1 2025, an estimated $410K.
  • Consolidated Planning Corp first reported a position in Cboe Global Markets in Q1 2024 and held it in 3 quarters.
  • Consolidated Planning Corp's Cboe Global Markets position peaked at $723K in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.