Evolution Wealth Advisors’s CME Group CME Stock Holding History

Evolution Wealth Advisors’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-23	Closed	-$5K	–	666
2021 Q2	$5K	Buy	23 +12	+109%	+$2.53K	﹤0.01%	500
2021 Q1	$2K	Buy	+11	New	+$2.17K	﹤0.01%	624
2020 Q4	–	Sell	-103	Closed	-$17K	–	586
2020 Q3	$17K	Buy	103 +2	+2%	+$337	﹤0.01%	287
2020 Q2	$16K	Buy	101 +39	+63%	+$6.99K	0.01%	226
2020 Q1	$11K	Buy	62 +14	+29%	+$2.79K	﹤0.01%	201
2019 Q4	$10K	Sell	48 -70	-59%	-$14.4K	﹤0.01%	299
2019 Q3	$25K	Buy	118 +68	+136%	+$14.2K	0.01%	75
2019 Q2	$10K	Buy	+50	New	+$9.22K	﹤0.01%	172

Other funds holding CME

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evolution Wealth Advisors's CME Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of CME Group (CME) in Q3 2021, closing a stake of 23 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in CME in Q2 2019 and held it in 8 quarters. The position peaked at $25K in Q3 2019. 1,054 funds tracked by Wall St. Rank hold CME as of Q3 2021.

Evolution Wealth Advisors reported no remaining CME Group position as of Q3 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 23 CME Group shares in Q3 2021, an estimated $5K.
Evolution Wealth Advisors first reported a position in CME Group in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's CME Group position peaked at $25K in Q3 2019.
1,054 funds tracked by Wall St. Rank held CME Group as of Q3 2021.

Based on Evolution Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.