Glassman Wealth Services’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-525
Closed -$111K 534
2023
Q4
$111K Buy
525
+20
+4% +$4.27K 0.02% 280
2023
Q3
$101K Buy
505
+3
+0.6% +$596 0.02% 275
2023
Q2
$93K Buy
502
+52
+12% +$9.61K 0.02% 273
2023
Q1
$86.2K Buy
450
+140
+45% +$25.3K 0.02% 284
2022
Q4
$52.1K Sell
310
-4
-1% -$695 0.01% 413
2022
Q3
$56K Buy
314
+51
+19% +$10.1K 0.01% 359
2022
Q2
$54K Sell
263
-72
-21% -$15.3K 0.01% 370
2022
Q1
$80K Buy
335
+61
+22% +$14.3K 0.01% 296
2021
Q4
$63K Buy
274
+82
+43% +$18K 0.01% 323
2021
Q3
$37K Buy
192
+1
+0.5% +$203 0.01% 422
2021
Q2
$41K Buy
191
+67
+54% +$14.1K 0.01% 393
2021
Q1
$25K Sell
124
-84
-40% -$16.5K 0.01% 468
2020
Q4
$38K Sell
208
-77
-27% -$13.1K 0.01% 379
2020
Q3
$48K Buy
285
+61
+27% +$10.3K 0.01% 298
2020
Q2
$36K Buy
224
+17
+8% +$3.05K 0.01% 295
2020
Q1
$36K Sell
207
-19
-8% -$3.78K 0.01% 267
2019
Q4
$45K Sell
226
-20
-8% -$4.1K 0.02% 270
2019
Q3
$52K Buy
246
+6
+3% +$1.25K 0.02% 229
2019
Q2
$47K Buy
240
+14
+6% +$2.58K 0.02% 241
2019
Q1
$37K Buy
226
+7
+3% +$1.24K 0.02% 273
2018
Q4
$41K Buy
219
+1
+0.5% +$185 0.02% 214
2018
Q3
$37K Hold
218
0.02% 241
2018
Q2
$36K Buy
218
+6
+3% +$980 0.02% 225
2018
Q1
$34K Buy
212
+203
+2,256% +$32.3K 0.02% 216
2017
Q4
$1K Hold
9
﹤0.01% 554
2017
Q3
$1K Hold
9
﹤0.01% 447
2017
Q2
$1K Hold
9
﹤0.01% 455
2017
Q1
$1K Hold
9
﹤0.01% 484
2016
Q4
$1K Sell
9
-92
-91% -$10.2K ﹤0.01% 544
2016
Q3
$11K Buy
+101
New +$10.5K 0.01% 284
2016
Q2
Sell
-150
Closed -$14K 431
2016
Q1
$14K Hold
150
0.01% 263
2015
Q4
$14K Hold
150
0.01% 264
2015
Q3
$14K Hold
150
0.01% 261
2015
Q2
$14K Buy
+150
New +$14K 0.01% 272
2015
Q1
Sell
-150
Closed -$13K 431
2014
Q4
$13K Buy
+150
New +$12.7K 0.01% 319

Other funds holding CME

Glassman Wealth Services's CME Position: Q1 2024 in Review

Glassman Wealth Services sold out of CME Group (CME) in Q1 2024, closing a stake of 525 shares — an estimated $111K sold.

Glassman Wealth Services first reported a position in CME in Q4 2014 and held it in 35 quarters. The position peaked at $111K in Q4 2023. 1,372 funds tracked by Wall St. Rank hold CME as of Q1 2024.

  • Glassman Wealth Services reported no remaining CME Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 525 CME Group shares in Q1 2024, an estimated $111K.
  • Glassman Wealth Services first reported a position in CME Group in Q4 2014 and held it in 35 quarters.
  • Glassman Wealth Services's CME Group position peaked at $111K in Q4 2023.
  • 1,372 funds tracked by Wall St. Rank held CME Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.