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Kiely Wealth Advisory Group’s CME Group CME Stock Holding History

Kiely Wealth 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 		$339K Hold
1,400
– – 0.22% 40
2024
Q3 		$318K Hold
1,400
– – 0.2% 38
2024
Q2 		$287K Sell
1,400
-100
-7% -$20.7K 0.16% 33
2024
Q1 		$318K Hold
1,500
– – 0.18% 29
2023
Q4 		$309K Buy
+1,500
New +$320K 0.18% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's CME Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its CME Group (CME) position steady in Q4 2024 at 1,400 shares worth $339K. The position accounts for 0.22% of the portfolio, ranked #40.

Kiely Wealth Advisory Group first reported a position in CME in Q4 2023 and has held it in 5 quarters since. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,400 shares of CME Group worth $339K as of Q4 2024.
  • Kiely Wealth Advisory Group left its CME Group share count unchanged in Q4 2024.
  • CME Group made up 0.22% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #40 holding.
  • Kiely Wealth Advisory Group first reported a position in CME Group in Q4 2023 and has held it in 5 quarters since.
  • 1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.