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Heritage Wealth Management (Arizona)’s CME Group CME Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$4.04K Buy
+24
New +$4.17K ﹤0.01% 910
2021
Q2 		– Sell
-210
Closed -$43K – 901
2021
Q1 		$43K Buy
+210
New +$41.4K 0.02% 397

Other funds holding CME

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CME Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in CME Group (CME) in Q4 2022: 24 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in CME as recently as Q1 2021.

Heritage Wealth Management (Arizona) first reported a position in CME in Q1 2021 and has held it in 2 quarters since. The position peaked at $43K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold CME as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 24 shares of CME Group worth $4.04K as of Q4 2022.
  • CME Group was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • CME Group made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #910 holding.
  • Heritage Wealth Management (Arizona) first reported a position in CME Group in Q1 2021 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s CME Group position peaked at $43K in Q1 2021.
  • 1,149 funds tracked by Wall St. Rank held CME Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.