GWMI
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Guardian Wealth Management (Illinois)’s Cboe Global Markets CBOE Stock Holding History

Guardian Wealth Management (Illinois)’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
2022
Q4 		– Sell
-21,496
Closed -$2.52M – 254
2022
Q3 		$2.52M Buy
21,496
+412
+2% +$49.6K 2.86% 4
2022
Q2 		$2.39M Buy
21,084
+1,345
+7% +$151K 2.57% 5
2022
Q1 		$2.26M Buy
19,739
+436
+2% +$51.6K 2.24% 8
2021
Q4 		$2.52M Buy
+19,303
New +$2.49M 2.42% 9

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s CBOE Position: Q4 2022 in Review

Guardian Wealth Management (Illinois) sold out of Cboe Global Markets (CBOE) in Q4 2022, closing a stake of 21,496 shares — an estimated $2.52M sold.

Guardian Wealth Management (Illinois) first reported a position in CBOE in Q4 2021 and held it in 4 quarters. The position peaked at $2.52M in Q3 2022. 588 funds tracked by Wall St. Rank hold CBOE as of Q4 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Cboe Global Markets position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 21,496 Cboe Global Markets shares in Q4 2022, an estimated $2.52M.
  • Guardian Wealth Management (Illinois) first reported a position in Cboe Global Markets in Q4 2021 and held it in 4 quarters.
  • Guardian Wealth Management (Illinois)'s Cboe Global Markets position peaked at $2.52M in Q3 2022.
  • 588 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2022, filed 10 Feb 2023.