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Heritage Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

Heritage Wealth Advisors’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
Q1 		– Sell
-152
Closed -$18.2K – 464
2019
Q4 		$18.2K Buy
+152
New +$17.8K ﹤0.01% 384

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's CBOE Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Cboe Global Markets (CBOE) in Q1 2020, closing a stake of 152 shares — an estimated $18.2K sold.

Heritage Wealth Advisors first reported a position in CBOE in Q4 2019 and held it in 1 quarter. The position peaked at $18.2K in Q4 2019. 468 funds tracked by Wall St. Rank hold CBOE as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Cboe Global Markets position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 152 Cboe Global Markets shares in Q1 2020, an estimated $18.2K.
  • Heritage Wealth Advisors first reported a position in Cboe Global Markets in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Cboe Global Markets position peaked at $18.2K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.