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Marcum Wealth’s Cboe Global Markets CBOE Stock Holding History

Marcum Wealth’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
Q1 		– Sell
-3,013
Closed -$393K – 378
2021
Q4 		$393K Hold
3,013
– – 0.05% 202
2021
Q3 		$373K Hold
3,013
– – 0.06% 202
2021
Q2 		$359K Buy
3,013
+1
+0% +$110 0.06% 196
2021
Q1 		$297K Hold
3,012
– – 0.05% 220
2020
Q4 		$280K Buy
+3,012
New +$264K 0.07% 108

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marcum Wealth's CBOE Position: Q1 2022 in Review

Marcum Wealth sold out of Cboe Global Markets (CBOE) in Q1 2022, closing a stake of 3,013 shares — an estimated $393K sold.

Marcum Wealth first reported a position in CBOE in Q4 2020 and held it in 5 quarters. The position peaked at $393K in Q4 2021. 546 funds tracked by Wall St. Rank hold CBOE as of Q1 2022.

  • Marcum Wealth reported no remaining Cboe Global Markets position as of Q1 2022 after selling out during the quarter.
  • Marcum Wealth sold 3,013 Cboe Global Markets shares in Q1 2022, an estimated $393K.
  • Marcum Wealth first reported a position in Cboe Global Markets in Q4 2020 and held it in 5 quarters.
  • Marcum Wealth's Cboe Global Markets position peaked at $393K in Q4 2021.
  • 546 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.