Pacific Capital Wealth Advisors’s CME Group CME Stock Holding History

Pacific Capital 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
2024 Q4	–	Sell	-4	Closed	-$883	–	420
2024 Q3	$883	Sell	4 -54	-93%	-$11.2K	﹤0.01%	432
2024 Q2	$11.4K	Buy	58 +37	+176%	+$7.64K	﹤0.01%	303
2024 Q1	$4.52K	Buy	+21	New	+$4.41K	﹤0.01%	331

Other funds holding CME

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's CME Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of CME Group (CME) in Q4 2024, closing a stake of 4 shares — an estimated $883 sold.

Pacific Capital Wealth Advisors first reported a position in CME in Q1 2024 and held it in 3 quarters. The position peaked at $11.4K in Q2 2024. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining CME Group position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 4 CME Group shares in Q4 2024, an estimated $883.
Pacific Capital Wealth Advisors first reported a position in CME Group in Q1 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's CME Group position peaked at $11.4K in Q2 2024.
1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.