EDRIA
CBOE icon

Edmonds Duncan Registered Investment Advisors’s Cboe Global Markets CBOE Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
-1,479
Closed -$252K – 112
2024
Q2 		$252K Hold
1,479
– – 0.06% 114
2024
Q1 		$272K Buy
+1,479
New +$273K 0.07% 118

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's CBOE Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Cboe Global Markets (CBOE) in Q3 2024, closing a stake of 1,479 shares — an estimated $252K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in CBOE in Q1 2024 and held it in 2 quarters. The position peaked at $272K in Q1 2024. 761 funds tracked by Wall St. Rank hold CBOE as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Cboe Global Markets position as of Q3 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 1,479 Cboe Global Markets shares in Q3 2024, an estimated $252K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Cboe Global Markets in Q1 2024 and held it in 2 quarters.
  • Edmonds Duncan Registered Investment Advisors's Cboe Global Markets position peaked at $272K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.