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Tradition Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-364
Closed -$65K – 498
2023
Q4 		$65K Sell
364
-4
-1% -$685 0.01% 565
2023
Q3 		$58K Buy
368
+20
+6% +$2.94K 0.01% 565
2023
Q2 		$48K Sell
348
-84
-19% -$11.5K 0.01% 631
2023
Q1 		$58K Buy
+432
New +$54.2K 0.01% 574

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tradition Wealth Management's CBOE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Cboe Global Markets (CBOE) in Q1 2024, closing a stake of 364 shares — an estimated $65K sold.

Tradition Wealth Management first reported a position in CBOE in Q1 2023 and held it in 4 quarters. The position peaked at $65K in Q4 2023. 739 funds tracked by Wall St. Rank hold CBOE as of Q1 2024.

  • Tradition Wealth Management reported no remaining Cboe Global Markets position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 364 Cboe Global Markets shares in Q1 2024, an estimated $65K.
  • Tradition Wealth Management first reported a position in Cboe Global Markets in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Cboe Global Markets position peaked at $65K in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.