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Sovereign Investment Advisors’s Cboe Global Markets CBOE Stock Holding History

Sovereign Investment 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
2025
Q1 		– Sell
-1,148
Closed -$224K – 47
2024
Q4 		$224K Buy
+1,148
New +$236K 0.07% 88

Other funds holding CBOE

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sovereign Investment Advisors's CBOE Position: Q1 2025 in Review

Sovereign Investment Advisors sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 1,148 shares — an estimated $224K sold.

Sovereign Investment Advisors first reported a position in CBOE in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 806 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 1,148 Cboe Global Markets shares in Q1 2025, an estimated $224K.
  • Sovereign Investment Advisors first reported a position in Cboe Global Markets in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's Cboe Global Markets position peaked at $224K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.