Financial Synergies Wealth Advisors’s CME Group CME Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-6	Closed	-$1.29K	–	140
2024 Q1	$1.29K	Buy	+6	New	+$1.26K	﹤0.01%	371
2023 Q4	–	Sell	-6	Closed	-$1.2K	–	479
2023 Q3	$1.2K	Hold	6	–	–	﹤0.01%	353
2023 Q2	$1.11K	Buy	+6	New	+$1.11K	﹤0.01%	362
2022 Q4	–	Sell	-3	Closed	-$532	–	469
2022 Q3	$532	Hold	3	–	–	﹤0.01%	360
2022 Q2	$615	Buy	+3	New	+$636	﹤0.01%	362

Other funds holding CME

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's CME Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of CME Group (CME) in Q2 2024, closing a stake of 6 shares — an estimated $1.29K sold.

Financial Synergies Wealth Advisors first reported a position in CME in Q2 2022 and held it in 5 quarters. The position peaked at $1.29K in Q1 2024. 1,377 funds tracked by Wall St. Rank hold CME as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining CME Group position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 CME Group shares in Q2 2024, an estimated $1.29K.
Financial Synergies Wealth Advisors first reported a position in CME Group in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's CME Group position peaked at $1.29K in Q1 2024.
1,377 funds tracked by Wall St. Rank held CME Group as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.