Selective Wealth Management’s CME Group CME Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-130	Closed	-$23K	–	220
2022 Q3	$23K	Hold	130	–	–	0.01%	402
2022 Q2	$27K	Hold	130	–	–	0.01%	426
2022 Q1	$31K	Hold	130	–	–	0.01%	383
2021 Q4	$30K	Hold	130	–	–	0.01%	350
2021 Q3	$25K	Hold	130	–	–	0.01%	341
2021 Q2	$28K	Hold	130	–	–	0.02%	248
2021 Q1	$27K	Hold	130	–	–	0.02%	170
2020 Q4	$24K	Buy	+130	New	+$22.1K	0.02%	164

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Selective Wealth Management's CME Position: Q4 2022 in Review

Selective Wealth Management sold out of CME Group (CME) in Q4 2022, closing a stake of 130 shares — an estimated $23K sold.

Selective Wealth Management first reported a position in CME in Q4 2020 and held it in 8 quarters. The position peaked at $31K in Q1 2022. 1,149 funds tracked by Wall St. Rank hold CME as of Q4 2022.

Selective Wealth Management reported no remaining CME Group position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 130 CME Group shares in Q4 2022, an estimated $23K.
Selective Wealth Management first reported a position in CME Group in Q4 2020 and held it in 8 quarters.
Selective Wealth Management's CME Group position peaked at $31K in Q1 2022.
1,149 funds tracked by Wall St. Rank held CME Group as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.