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Pacific Capital Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-16
Closed -$3.13K – 131
2024
Q4 		$3.13K Hold
16
– – ﹤0.01% 330
2024
Q3 		$3.28K Sell
16
-2
-11% -$393 ﹤0.01% 366
2024
Q2 		$3.06K Buy
+18
New +$3.2K ﹤0.01% 420

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's CBOE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 16 shares — an estimated $3.13K sold.

Pacific Capital Wealth Advisors first reported a position in CBOE in Q2 2024 and held it in 3 quarters. The position peaked at $3.28K in Q3 2024. 809 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 16 Cboe Global Markets shares in Q1 2025, an estimated $3.13K.
  • Pacific Capital Wealth Advisors first reported a position in Cboe Global Markets in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Cboe Global Markets position peaked at $3.28K in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.