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Valley Wealth Managers’s CME Group CME Stock Holding History

Valley Wealth Managers’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
2025
Q1 		– Sell
-60
Closed -$13.9K – 387
2024
Q4 		$13.9K Hold
60
– – ﹤0.01% 275
2024
Q3 		$13.2K Hold
60
– – ﹤0.01% 279
2024
Q2 		$11.8K Buy
+60
New +$12.4K ﹤0.01% 282

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valley Wealth Managers's CME Position: Q1 2025 in Review

Valley Wealth Managers sold out of CME Group (CME) in Q1 2025, closing a stake of 60 shares — an estimated $13.9K sold.

Valley Wealth Managers first reported a position in CME in Q2 2024 and held it in 3 quarters. The position peaked at $13.9K in Q4 2024. 1,596 funds tracked by Wall St. Rank hold CME as of Q1 2025.

  • Valley Wealth Managers reported no remaining CME Group position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 60 CME Group shares in Q1 2025, an estimated $13.9K.
  • Valley Wealth Managers first reported a position in CME Group in Q2 2024 and held it in 3 quarters.
  • Valley Wealth Managers's CME Group position peaked at $13.9K in Q4 2024.
  • 1,596 funds tracked by Wall St. Rank held CME Group as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.