Corient Private Wealth
CBOE icon

Corient Private Wealth’s Cboe Global Markets CBOE Stock Holding History

Corient Private Wealth’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
2026
Q1 		$26.2M Sell
93,502
-77,498
-45% -$21.6M 0.04% 345
2025
Q4 		$41.4M Buy
171,000
+90,959
+114% +$22.6M 0.03% 401
2025
Q3 		$19.6M Sell
80,041
-816
-1% -$196K 0.03% 391
2025
Q2 		$18.9M Buy
80,857
+63,927
+378% +$14.2M 0.03% 397
2025
Q1 		$3.83M Buy
16,930
+861
+5% +$179K 0.01% 755
2024
Q4 		$3.14M Buy
16,069
+372
+2% +$76.6K 0.01% 839
2024
Q3 		$3.22M Buy
15,697
+1,629
+12% +$320K 0.01% 902
2024
Q2 		$2.39M Sell
14,068
-1,358
-9% -$241K ﹤0.01% 951
2024
Q1 		$2.83M Buy
15,426
+1,942
+14% +$358K 0.01% 876
2023
Q4 		$2.41M Buy
13,484
+3,978
+42% +$682K ﹤0.01% 922
2023
Q3 		$1.48M Buy
9,506
+416
+5% +$61.2K ﹤0.01% 1038
2023
Q2 		$1.25M Sell
9,090
-293
-3% -$40K ﹤0.01% 1071
2023
Q1 		$1.26M Buy
9,383
+46
+0.5% +$5.77K ﹤0.01% 1004
2022
Q4 		$1.17M Buy
+9,337
New +$1.15M ﹤0.01% 862

Other funds holding CBOE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return