Loring Wolcott & Coolidge Fiduciary Advisors’s Cboe Global Markets CBOE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q2	–	Sell	-100	Closed	-$11K	–	635
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	549
2021 Q4	$13K	Hold	100	–	–	﹤0.01%	574
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	566
2021 Q2	$12K	Buy	+100	New	+$11K	﹤0.01%	596
2021 Q1	–	Sell	-100	Closed	-$9K	–	372
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	580
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	512
2020 Q2	$9K	Hold	100	–	–	﹤0.01%	503
2020 Q1	$9K	Hold	100	–	–	﹤0.01%	546
2019 Q4	$12K	Hold	100	–	–	﹤0.01%	573
2019 Q3	$11K	Hold	100	–	–	﹤0.01%	556
2019 Q2	$10K	Hold	100	–	–	﹤0.01%	558
2019 Q1	$10K	Hold	100	–	–	﹤0.01%	555
2018 Q4	$10K	Hold	100	–	–	﹤0.01%	561
2018 Q3	$10K	Hold	100	–	–	﹤0.01%	532
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	546
2018 Q1	$11K	Hold	100	–	–	﹤0.01%	577
2017 Q4	$12K	Hold	100	–	–	﹤0.01%	556
2017 Q3	$11K	Buy	+100	New	+$9.84K	﹤0.01%	550

Other funds holding CBOE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CBOE Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cboe Global Markets (CBOE) in Q2 2022, closing a stake of 100 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CBOE in Q3 2017 and held it in 18 quarters. The position peaked at $13K in Q4 2021. 540 funds tracked by Wall St. Rank hold CBOE as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cboe Global Markets position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Cboe Global Markets shares in Q2 2022, an estimated $11K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cboe Global Markets in Q3 2017 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Cboe Global Markets position peaked at $13K in Q4 2021.
540 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.