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TFO Wealth Partners’s CME Group CME Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-21
Closed -$4.52K – 199
2024
Q1 		$4.52K Hold
21
– – ﹤0.01% 107
2023
Q4 		$4.42K Hold
21
– – ﹤0.01% 113
2023
Q3 		$3.89K Hold
21
– – ﹤0.01% 181
2023
Q2 		$3.89K Hold
21
– – ﹤0.01% 170
2023
Q1 		$4.02K Buy
+21
New +$3.8K ﹤0.01% 133
2022
Q3 		– Sell
-4
Closed -$1K – 202
2022
Q2 		$1K Buy
+4
New +$848 ﹤0.01% 386
2020
Q4 		– Sell
-574
Closed -$96K – 93
2020
Q3 		$96K Hold
574
– – 0.04% 40
2020
Q2 		$93K Hold
574
– – 0.04% 40
2020
Q1 		$99K Hold
574
– – 0.04% 45
2019
Q4 		$115K Buy
+574
New +$118K 0.11% 45

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's CME Position: Q2 2024 in Review

TFO Wealth Partners sold out of CME Group (CME) in Q2 2024, closing a stake of 21 shares — an estimated $4.52K sold.

TFO Wealth Partners first reported a position in CME in Q4 2019 and held it in 10 quarters. The position peaked at $115K in Q4 2019. 1,377 funds tracked by Wall St. Rank hold CME as of Q2 2024.

  • TFO Wealth Partners reported no remaining CME Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 21 CME Group shares in Q2 2024, an estimated $4.52K.
  • TFO Wealth Partners first reported a position in CME Group in Q4 2019 and held it in 10 quarters.
  • TFO Wealth Partners's CME Group position peaked at $115K in Q4 2019.
  • 1,377 funds tracked by Wall St. Rank held CME Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.