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Halpern Financial’s Cboe Global Markets CBOE Stock Holding History

Halpern Financial’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
2020
Q2 		– Sell
-72
Closed -$6.43K – 175
2020
Q1 		$6.43K Hold
72
– – 0.01% 108
2019
Q4 		$8.64K Buy
+72
New +$8.45K 0.01% 127

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Halpern Financial's CBOE Position: Q2 2020 in Review

Halpern Financial sold out of Cboe Global Markets (CBOE) in Q2 2020, closing a stake of 72 shares — an estimated $6.43K sold.

Halpern Financial first reported a position in CBOE in Q4 2019 and held it in 2 quarters. The position peaked at $8.64K in Q4 2019. 470 funds tracked by Wall St. Rank hold CBOE as of Q2 2020.

  • Halpern Financial reported no remaining Cboe Global Markets position as of Q2 2020 after selling out during the quarter.
  • Halpern Financial sold 72 Cboe Global Markets shares in Q2 2020, an estimated $6.43K.
  • Halpern Financial first reported a position in Cboe Global Markets in Q4 2019 and held it in 2 quarters.
  • Halpern Financial's Cboe Global Markets position peaked at $8.64K in Q4 2019.
  • 470 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2020.

Based on Halpern Financial's 13F filing for Q2 2020, filed 21 Sep 2023.