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Edgestream Partners’s Cboe Global Markets CBOE Stock Holding History

Edgestream 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
2024
Q3 		– Sell
-2,451
Closed -$417K – 859
2024
Q2 		$417K Sell
2,451
-9,776
-80% -$1.74M 0.02% 695
2024
Q1 		$2.25M Sell
12,227
-1,279
-9% -$236K 0.11% 308
2023
Q4 		$2.41M Buy
+13,506
New +$2.31M 0.17% 197
2022
Q1 		– Sell
-15,791
Closed -$2.06M – 537
2021
Q4 		$2.06M Sell
15,791
-11,810
-43% -$1.52M 0.13% 229
2021
Q3 		$3.42M Sell
27,601
-50,744
-65% -$6.2M 0.21% 171
2021
Q2 		$9.33M Sell
78,345
-14,546
-16% -$1.6M 0.55% 49
2021
Q1 		$9.17M Buy
92,891
+78,754
+557% +$7.69M 0.51% 49
2020
Q4 		$1.32M Buy
+14,137
New +$1.24M 0.07% 274

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return