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Personal Wealth Partners’s CME Group CME Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-16
Closed -$3K – 136
2021
Q2 		$3K Buy
+16
New +$3.38K ﹤0.01% 353
2020
Q1 		– Sell
-16
Closed -$3K – 160
2019
Q4 		$3K Hold
16
– – ﹤0.01% 308
2019
Q3 		$3K Buy
+16
New +$3.34K ﹤0.01% 311

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's CME Position: Q3 2021 in Review

Personal Wealth Partners sold out of CME Group (CME) in Q3 2021, closing a stake of 16 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in CME in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 1,054 funds tracked by Wall St. Rank hold CME as of Q3 2021.

  • Personal Wealth Partners reported no remaining CME Group position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 16 CME Group shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in CME Group in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's CME Group position peaked at $3K in Q2 2021.
  • 1,054 funds tracked by Wall St. Rank held CME Group as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.