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Institutional & Family Asset Management’s Cboe Global Markets CBOE Stock Holding History

Institutional & Family Asset Management’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
2023
Q1 		– Sell
-5
Closed -$627 – 733
2022
Q4 		$627 Buy
+5
New +$617 ﹤0.01% 644
2018
Q2 		– Sell
-260
Closed -$30K – 847
2018
Q1 		$30K Buy
+260
New +$31.6K 0.01% 370

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Institutional & Family Asset Management's CBOE Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Cboe Global Markets (CBOE) in Q1 2023, closing a stake of 5 shares — an estimated $627 sold.

Institutional & Family Asset Management first reported a position in CBOE in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2018. 568 funds tracked by Wall St. Rank hold CBOE as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining Cboe Global Markets position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 5 Cboe Global Markets shares in Q1 2023, an estimated $627.
  • Institutional & Family Asset Management first reported a position in Cboe Global Markets in Q1 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's Cboe Global Markets position peaked at $30K in Q1 2018.
  • 568 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.