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SYSTM Wealth Solutions’s CME Group CME Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-9,094
Closed -$1.79M – 194
2024
Q2 		$1.79M Sell
9,094
-1,117
-11% -$231K 0.4% 79
2024
Q1 		$2.2M Buy
10,211
+1,863
+22% +$391K 0.28% 107
2023
Q4 		$1.76M Sell
8,348
-56
-0.7% -$11.9K 0.24% 120
2023
Q3 		$1.68M Buy
8,404
+1,979
+31% +$393K 0.26% 110
2023
Q2 		$1.19M Buy
6,425
+2,795
+77% +$517K 0.16% 175
2023
Q1 		$695K Sell
3,630
-2,172
-37% -$393K 0.11% 231
2022
Q4 		$976K Buy
+5,802
New +$1.01M 0.12% 215

Other funds holding CME

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's CME Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of CME Group (CME) in Q3 2024, closing a stake of 9,094 shares — an estimated $1.79M sold.

SYSTM Wealth Solutions first reported a position in CME in Q4 2022 and held it in 7 quarters. The position peaked at $2.2M in Q1 2024. 1,390 funds tracked by Wall St. Rank hold CME as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining CME Group position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 9,094 CME Group shares in Q3 2024, an estimated $1.79M.
  • SYSTM Wealth Solutions first reported a position in CME Group in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's CME Group position peaked at $2.2M in Q1 2024.
  • 1,390 funds tracked by Wall St. Rank held CME Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.