Summit Wealth Group’s CME Group CME Stock Holding History

Summit Wealth Group’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
2021 Q3	–	Sell	-231	Closed	-$49K	–	78
2021 Q2	$49K	Hold	231	–	–	0.07%	56
2021 Q1	$47K	Buy	+231	New	+$45.5K	0.08%	49

Other funds holding CME

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

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

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

Summit Wealth Group's CME Position: Q3 2021 in Review

Summit Wealth Group sold out of CME Group (CME) in Q3 2021, closing a stake of 231 shares — an estimated $49K sold.

Summit Wealth Group first reported a position in CME in Q1 2021 and held it in 2 quarters. The position peaked at $49K in Q2 2021. 1,054 funds tracked by Wall St. Rank hold CME as of Q3 2021.

Summit Wealth Group reported no remaining CME Group position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 231 CME Group shares in Q3 2021, an estimated $49K.
Summit Wealth Group first reported a position in CME Group in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's CME Group position peaked at $49K in Q2 2021.
1,054 funds tracked by Wall St. Rank held CME Group as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.