High Net Worth Advisory Group’s CME Group CME Stock Holding History

High Net Worth Advisory Group’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
2024 Q4	–	Sell	-2,422	Closed	-$534K	–	221
2024 Q3	$534K	Buy	+2,422	New	+$501K	0.15%	123

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

High Net Worth Advisory Group's CME Position: Q4 2024 in Review

High Net Worth Advisory Group sold out of CME Group (CME) in Q4 2024, closing a stake of 2,422 shares — an estimated $534K sold.

High Net Worth Advisory Group first reported a position in CME in Q3 2024 and held it in 1 quarter. The position peaked at $534K in Q3 2024. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

High Net Worth Advisory Group reported no remaining CME Group position as of Q4 2024 after selling out during the quarter.
High Net Worth Advisory Group sold 2,422 CME Group shares in Q4 2024, an estimated $534K.
High Net Worth Advisory Group first reported a position in CME Group in Q3 2024 and held it in 1 quarter.
High Net Worth Advisory Group's CME Group position peaked at $534K in Q3 2024.
1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on High Net Worth Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.