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

Gitterman 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
2023
Q3 		– Sell
-2,609
Closed -$360K – 88
2023
Q2 		$360K Buy
2,609
+685
+36% +$93.5K 0.17% 31
2023
Q1 		$258K Buy
+1,924
New +$241K 0.12% 50
2022
Q2 		– Sell
-2,206
Closed -$252K – 77
2022
Q1 		$252K Buy
+2,206
New +$261K 0.2% 66

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gitterman Wealth Management's CBOE Position: Q3 2023 in Review

Gitterman Wealth Management sold out of Cboe Global Markets (CBOE) in Q3 2023, closing a stake of 2,609 shares — an estimated $360K sold.

Gitterman Wealth Management first reported a position in CBOE in Q1 2022 and held it in 3 quarters. The position peaked at $360K in Q2 2023. 623 funds tracked by Wall St. Rank hold CBOE as of Q3 2023.

  • Gitterman Wealth Management reported no remaining Cboe Global Markets position as of Q3 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,609 Cboe Global Markets shares in Q3 2023, an estimated $360K.
  • Gitterman Wealth Management first reported a position in Cboe Global Markets in Q1 2022 and held it in 3 quarters.
  • Gitterman Wealth Management's Cboe Global Markets position peaked at $360K in Q2 2023.
  • 623 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2023.

Based on Gitterman Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.