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Heritage Financial Services’s Cboe Global Markets CBOE Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-15
Closed -$1K – 127
2022
Q2 		$1K Buy
+15
New +$1.68K ﹤0.01% 440

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Heritage Financial Services's CBOE Position: Q3 2022 in Review

Heritage Financial Services sold out of Cboe Global Markets (CBOE) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in CBOE in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 546 funds tracked by Wall St. Rank hold CBOE as of Q3 2022.

  • Heritage Financial Services reported no remaining Cboe Global Markets position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 15 Cboe Global Markets shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Cboe Global Markets in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Cboe Global Markets position peaked at $1K in Q2 2022.
  • 546 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.