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Summit Wealth Group’s Cboe Global Markets CBOE Stock Holding History

Summit 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
2023
Q2 		– Sell
-12,082
Closed – – 104
2023
Q1 		$0 Buy
+12,082
New +$1.52M ﹤0.01% 169
2021
Q3 		– Sell
-96
Closed -$11K – 71
2021
Q2 		$11K Hold
96
– – 0.02% 101
2021
Q1 		$9K Buy
+96
New +$9.37K 0.01% 103

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Wealth Group's CBOE Position: Q2 2023 in Review

Summit Wealth Group sold out of Cboe Global Markets (CBOE) in Q2 2023, closing a stake of 12,082 shares.

Summit Wealth Group first reported a position in CBOE in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 592 funds tracked by Wall St. Rank hold CBOE as of Q2 2023.

  • Summit Wealth Group reported no remaining Cboe Global Markets position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 12,082 Cboe Global Markets shares in Q2 2023.
  • Summit Wealth Group first reported a position in Cboe Global Markets in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Cboe Global Markets position peaked at $11K in Q2 2021.
  • 592 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.