FRG Family Wealth Advisors’s CME Group CME Stock Holding History

FRG Family 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	-7	Closed	-$1.47K	–	182
2024 Q1	$1.47K	Buy	+7	New	+$1.47K	﹤0.01%	336

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

FRG Family Wealth Advisors's CME Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of CME Group (CME) in Q2 2024, closing a stake of 7 shares — an estimated $1.47K sold.

FRG Family Wealth Advisors first reported a position in CME in Q1 2024 and held it in 1 quarter. The position peaked at $1.47K in Q1 2024. 1,377 funds tracked by Wall St. Rank hold CME as of Q2 2024.

FRG Family Wealth Advisors reported no remaining CME Group position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 7 CME Group shares in Q2 2024, an estimated $1.47K.
FRG Family Wealth Advisors first reported a position in CME Group in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's CME Group position peaked at $1.47K in Q1 2024.
1,377 funds tracked by Wall St. Rank held CME Group as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.