Gerber Kawasaki Wealth & Investment Management’s Cboe Global Markets CBOE Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2024 Q4	–	Sell	-1,010	Closed	-$207K	–	287
2024 Q3	$207K	Buy	+1,010	New	+$198K	0.01%	276
2023 Q4	–	Sell	-1,487	Closed	-$232K	–	267
2023 Q3	$232K	Sell	1,487 -42	-3%	-$6.18K	0.02%	224
2023 Q2	$211K	Sell	1,529 -160	-9%	-$21.8K	0.01%	239
2023 Q1	$227K	Hold	1,689	–	–	0.02%	225
2022 Q4	$212K	Buy	+1,689	New	+$208K	0.02%	231
2022 Q1	–	Sell	-1,689	Closed	-$220K	–	257
2021 Q4	$220K	Sell	1,689 -340	-17%	-$43.9K	0.02%	249
2021 Q3	$251K	Buy	+2,029	New	+$248K	0.03%	162

Other funds holding CBOE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CBOE Position: Q4 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Cboe Global Markets (CBOE) in Q4 2024, closing a stake of 1,010 shares — an estimated $207K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CBOE in Q3 2021 and held it in 7 quarters. The position peaked at $251K in Q3 2021. 779 funds tracked by Wall St. Rank hold CBOE as of Q4 2024.

Gerber Kawasaki Wealth & Investment Management reported no remaining Cboe Global Markets position as of Q4 2024 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1,010 Cboe Global Markets shares in Q4 2024, an estimated $207K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Cboe Global Markets in Q3 2021 and held it in 7 quarters.
Gerber Kawasaki Wealth & Investment Management's Cboe Global Markets position peaked at $251K in Q3 2021.
779 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.