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Maxwell Wealth Strategies’s CME Group CME Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$1.73M Sell
7,436
-23
-0.3% -$5.29K 0.71% 45
2024
Q3 		$1.68M Buy
7,459
+25
+0.3% +$5.17K 0.71% 49
2024
Q2 		$1.46M Buy
7,434
+50
+0.7% +$10.3K 0.72% 46
2024
Q1 		$1.51M Sell
7,384
-2,579
-26% -$542K 0.77% 46
2023
Q4 		$2.1M Buy
+9,963
New +$2.13M 1.37% 30

Other funds holding CME

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Maxwell Wealth Strategies's CME Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its CME Group (CME) stake by 0.31% in Q4 2024, selling an estimated $5.29K and leaving 7,436 shares worth $1.73M. The position accounts for 0.71% of the portfolio, ranked #45.

Maxwell Wealth Strategies first reported a position in CME in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2023. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

  • Maxwell Wealth Strategies held 7,436 shares of CME Group worth $1.73M as of Q4 2024.
  • Maxwell Wealth Strategies sold 23 CME Group shares in Q4 2024, an estimated $5.29K.
  • CME Group made up 0.71% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #45 holding.
  • Maxwell Wealth Strategies first reported a position in CME Group in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's CME Group position peaked at $2.1M in Q4 2023.
  • 1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.