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Impact Partnership Wealth’s CME Group CME Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-211
Closed -$45.5K – 297
2024
Q1 		$45.5K Sell
211
-28
-12% -$5.88K 0.02% 334
2023
Q4 		$50.4K Sell
239
-451
-65% -$96.2K 0.02% 323
2023
Q3 		$138K Buy
690
+316
+84% +$62.8K 0.04% 245
2023
Q2 		$69.3K Buy
+374
New +$69.1K 0.02% 233

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Impact Partnership Wealth's CME Position: Q2 2024 in Review

Impact Partnership Wealth sold out of CME Group (CME) in Q2 2024, closing a stake of 211 shares — an estimated $45.5K sold.

Impact Partnership Wealth first reported a position in CME in Q2 2023 and held it in 4 quarters. The position peaked at $138K in Q3 2023. 1,377 funds tracked by Wall St. Rank hold CME as of Q2 2024.

  • Impact Partnership Wealth reported no remaining CME Group position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 211 CME Group shares in Q2 2024, an estimated $45.5K.
  • Impact Partnership Wealth first reported a position in CME Group in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's CME Group position peaked at $138K in Q3 2023.
  • 1,377 funds tracked by Wall St. Rank held CME Group as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.