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Wealth Advisory Solutions’s CME Group CME Stock Holding History

Wealth Advisory 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
2025
Q1 		– Sell
-14,342
Closed -$3.33M – 140
2024
Q4 		$3.33M Sell
14,342
-26
-0.2% -$5.98K 0.93% 30
2024
Q3 		$3.17M Sell
14,368
-15,894
-53% -$3.29M 0.87% 33
2024
Q2 		$5.95M Buy
30,262
+2,907
+11% +$601K 1.61% 15
2024
Q1 		$5.89M Sell
27,355
-8,346
-23% -$1.75M 1.53% 18
2023
Q4 		$7.52M Sell
35,701
-404
-1% -$86.2K 2.62% 13
2023
Q3 		$7.23M Sell
36,105
-646
-2% -$128K 1.42% 22
2023
Q2 		$6.81M Sell
36,751
-260
-0.7% -$48K 1.81% 17
2023
Q1 		$7.09M Buy
37,011
+14,970
+68% +$2.71M 1.88% 14
2022
Q4 		$3.71M Buy
22,041
+41
+0.2% +$7.13K 1% 26
2022
Q3 		$3.9M Sell
22,000
-70
-0.3% -$13.8K 1.08% 27
2022
Q2 		$4.52M Sell
22,070
-1,841
-8% -$390K 1.11% 26
2022
Q1 		$5.69M Buy
+23,911
New +$5.62M 1.18% 25
2021
Q3 		$4.77M Buy
24,689
+1,916
+8% +$388K 1.06% 30
2021
Q2 		$4.84M Buy
22,773
+15
+0.1% +$3.17K 1.15% 30
2021
Q1 		$5K Sell
22,758
-7,681
-25% -$1.51M ﹤0.01% 75
2020
Q4 		$5.54M Buy
30,439
+3,507
+13% +$596K 1.5% 21
2020
Q3 		$4.5M Buy
26,932
+19,262
+251% +$3.24M 1.19% 26
2020
Q2 		$1.25M Buy
+7,670
New +$1.37M 0.35% 73

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

Wealth Advisory Solutions's CME Position: Q1 2025 in Review

Wealth Advisory Solutions sold out of CME Group (CME) in Q1 2025, closing a stake of 14,342 shares — an estimated $3.33M sold.

Wealth Advisory Solutions first reported a position in CME in Q2 2020 and held it in 18 quarters. The position peaked at $7.52M in Q4 2023. 1,596 funds tracked by Wall St. Rank hold CME as of Q1 2025.

  • Wealth Advisory Solutions reported no remaining CME Group position as of Q1 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 14,342 CME Group shares in Q1 2025, an estimated $3.33M.
  • Wealth Advisory Solutions first reported a position in CME Group in Q2 2020 and held it in 18 quarters.
  • Wealth Advisory Solutions's CME Group position peaked at $7.52M in Q4 2023.
  • 1,596 funds tracked by Wall St. Rank held CME Group as of Q1 2025.

Based on Wealth Advisory Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.