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Kingsview Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Kingsview Wealth 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
2017
Q3 		– Sell
-100
Closed -$1K – 370
2017
Q2 		$1K Buy
+100
New +$8.54K ﹤0.01% 327

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's CBOE Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Cboe Global Markets (CBOE) in Q1 2022, closing a stake of 7,737 shares — an estimated $1.01M sold.

Kingsview Wealth Management first reported a position in CBOE in Q1 2017 and held it in 14 quarters. The position peaked at $1.13M in Q3 2021. 544 funds tracked by Wall St. Rank hold CBOE as of Q1 2022.

  • Kingsview Wealth Management reported no remaining Cboe Global Markets position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,737 Cboe Global Markets shares in Q1 2022, an estimated $1.01M.
  • Kingsview Wealth Management first reported a position in Cboe Global Markets in Q1 2017 and held it in 14 quarters.
  • Kingsview Wealth Management's Cboe Global Markets position peaked at $1.13M in Q3 2021.
  • 544 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.