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Empirical Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Empirical Wealth Management’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
Q2 		– Sell
-4,328
Closed -$496K – 472
2022
Q1 		$496K Buy
4,328
+1,063
+33% +$126K 0.02% 332
2021
Q4 		$426K Sell
3,265
-114
-3% -$14.7K 0.02% 368
2021
Q3 		$419K Sell
3,379
-1,351
-29% -$165K 0.02% 333
2021
Q2 		$563K Buy
4,730
+2,340
+98% +$257K 0.03% 281
2021
Q1 		$236K Buy
+2,390
New +$233K 0.02% 349

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Empirical Wealth Management's CBOE Position: Q2 2022 in Review

Empirical Wealth Management sold out of Cboe Global Markets (CBOE) in Q2 2022, closing a stake of 4,328 shares — an estimated $496K sold.

Empirical Wealth Management first reported a position in CBOE in Q1 2021 and held it in 5 quarters. The position peaked at $563K in Q2 2021. 541 funds tracked by Wall St. Rank hold CBOE as of Q2 2022.

  • Empirical Wealth Management reported no remaining Cboe Global Markets position as of Q2 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 4,328 Cboe Global Markets shares in Q2 2022, an estimated $496K.
  • Empirical Wealth Management first reported a position in Cboe Global Markets in Q1 2021 and held it in 5 quarters.
  • Empirical Wealth Management's Cboe Global Markets position peaked at $563K in Q2 2021.
  • 541 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.