Liberty Wealth Management’s CME Group CME Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-31	Closed	-$6K	–	331
2021 Q3	$6K	Buy	31 +14	+82%	+$2.84K	﹤0.01%	906
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	822
2021 Q1	$3K	Hold	17	–	–	﹤0.01%	761
2020 Q4	$3K	Sell	17 -83	-83%	-$14.1K	﹤0.01%	757
2020 Q3	$17K	Buy	100 +98	+4,900%	+$16.5K	0.01%	424
2020 Q2	$0	Hold	2	–	–	﹤0.01%	871
2020 Q1	$0	Sell	2 -63	-97%	-$12.5K	﹤0.01%	895
2019 Q4	$13K	Buy	65 +62	+2,067%	+$12.7K	0.01%	491
2019 Q3	$1K	Sell	3 -1	-25%	-$209	﹤0.01%	778
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	806
2019 Q1	$0	Hold	4	–	–	﹤0.01%	749
2018 Q4	$0	Buy	+4	New	+$739	﹤0.01%	757

Other funds holding CME

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Liberty Wealth Management's CME Position: Q4 2021 in Review

Liberty Wealth Management sold out of CME Group (CME) in Q4 2021, closing a stake of 31 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in CME in Q4 2018 and held it in 12 quarters. The position peaked at $17K in Q3 2020. 1,147 funds tracked by Wall St. Rank hold CME as of Q4 2021.

Liberty Wealth Management reported no remaining CME Group position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 31 CME Group shares in Q4 2021, an estimated $6K.
Liberty Wealth Management first reported a position in CME Group in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's CME Group position peaked at $17K in Q3 2020.
1,147 funds tracked by Wall St. Rank held CME Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.