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Regent Peak Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-13
Closed -$1K – 278
2020
Q4 		$1K Buy
+13
New +$1.14K ﹤0.01% 897

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Regent Peak Wealth Advisors's CBOE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Cboe Global Markets (CBOE) in Q1 2021, closing a stake of 13 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CBOE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 492 funds tracked by Wall St. Rank hold CBOE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Cboe Global Markets position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 13 Cboe Global Markets shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Cboe Global Markets in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Cboe Global Markets position peaked at $1K in Q4 2020.
  • 492 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.