SPWG
CBOE icon

Sage Private Wealth Group’s Cboe Global Markets CBOE Stock Holding History

Sage Private Wealth Group’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
2022
Q2 		– Sell
-2,517
Closed -$3K – 166
2022
Q1 		$3K Hold
2,517
– – ﹤0.01% 163
2021
Q4 		$2K Buy
2,517
+2,497
+12,485% +$322K ﹤0.01% 162
2021
Q3 		$2K Hold
20
– – ﹤0.01% 168
2021
Q2 		$2K Hold
20
– – ﹤0.01% 159
2021
Q1 		$2K Hold
20
– – ﹤0.01% 161
2020
Q4 		$2K Buy
+20
New +$1.75K 0.01% 151

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Sage Private Wealth Group's CBOE Position: Q2 2022 in Review

Sage Private Wealth Group sold out of Cboe Global Markets (CBOE) in Q2 2022, closing a stake of 2,517 shares — an estimated $3K sold.

Sage Private Wealth Group first reported a position in CBOE in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 541 funds tracked by Wall St. Rank hold CBOE as of Q2 2022.

  • Sage Private Wealth Group reported no remaining Cboe Global Markets position as of Q2 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 2,517 Cboe Global Markets shares in Q2 2022, an estimated $3K.
  • Sage Private Wealth Group first reported a position in Cboe Global Markets in Q4 2020 and held it in 6 quarters.
  • Sage Private Wealth Group's Cboe Global Markets position peaked at $3K in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2022.

Based on Sage Private Wealth Group's 13F filing for Q2 2022, filed 1 Aug 2022.