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

Liberty 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
2020
Q3 		– Sell
-315
Closed -$29K – 861
2020
Q2 		$29K Buy
315
+21
+7% +$2.07K 0.02% 321
2020
Q1 		$26K Buy
+294
New +$32.9K 0.02% 311

Other funds holding CBOE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's CBOE Position: Q3 2020 in Review

Liberty Wealth Management sold out of Cboe Global Markets (CBOE) in Q3 2020, closing a stake of 315 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in CBOE in Q1 2020 and held it in 2 quarters. The position peaked at $29K in Q2 2020. 444 funds tracked by Wall St. Rank hold CBOE as of Q3 2020.

  • Liberty Wealth Management reported no remaining Cboe Global Markets position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 315 Cboe Global Markets shares in Q3 2020, an estimated $29K.
  • Liberty Wealth Management first reported a position in Cboe Global Markets in Q1 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Cboe Global Markets position peaked at $29K in Q2 2020.
  • 444 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.