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Moser Wealth Advisors’s CME Group CME Stock Holding History

Moser Wealth Advisors’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
2022
Q1 		– Sell
-3,815
Closed -$872K – 135
2021
Q4 		$872K Sell
3,815
-190
-5% -$41.8K 0.53% 42
2021
Q3 		$774K Buy
4,005
+725
+22% +$147K 0.49% 46
2021
Q2 		$698K Buy
3,280
+65
+2% +$13.7K 0.45% 49
2021
Q1 		$657K Hold
3,215
– – 0.46% 49
2020
Q4 		$585K Buy
3,215
+320
+11% +$54.4K 0.43% 46
2020
Q3 		$484K Buy
2,895
+2,430
+523% +$409K 0.38% 44
2020
Q2 		$76K Hold
465
– – 0.07% 68
2020
Q1 		$80K Hold
465
– – 0.09% 66
2019
Q4 		$93K Buy
+465
New +$95.4K 0.09% 71

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Moser Wealth Advisors's CME Position: Q1 2022 in Review

Moser Wealth Advisors sold out of CME Group (CME) in Q1 2022, closing a stake of 3,815 shares — an estimated $872K sold.

Moser Wealth Advisors first reported a position in CME in Q4 2019 and held it in 9 quarters. The position peaked at $872K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold CME as of Q1 2022.

  • Moser Wealth Advisors reported no remaining CME Group position as of Q1 2022 after selling out during the quarter.
  • Moser Wealth Advisors sold 3,815 CME Group shares in Q1 2022, an estimated $872K.
  • Moser Wealth Advisors first reported a position in CME Group in Q4 2019 and held it in 9 quarters.
  • Moser Wealth Advisors's CME Group position peaked at $872K in Q4 2021.
  • 1,183 funds tracked by Wall St. Rank held CME Group as of Q1 2022.

Based on Moser Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.