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WealthPlan Investment Management’s CME Group CME Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-286
Closed -$53K – 191
2023
Q2 		$53K Hold
286
– – 0.02% 195
2023
Q1 		$54.8K Buy
+286
New +$51.7K 0.01% 242

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

WealthPlan Investment Management's CME Position: Q3 2023 in Review

WealthPlan Investment Management sold out of CME Group (CME) in Q3 2023, closing a stake of 286 shares — an estimated $53K sold.

WealthPlan Investment Management first reported a position in CME in Q1 2023 and held it in 2 quarters. The position peaked at $54.8K in Q1 2023. 1,229 funds tracked by Wall St. Rank hold CME as of Q3 2023.

  • WealthPlan Investment Management reported no remaining CME Group position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 286 CME Group shares in Q3 2023, an estimated $53K.
  • WealthPlan Investment Management first reported a position in CME Group in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's CME Group position peaked at $54.8K in Q1 2023.
  • 1,229 funds tracked by Wall St. Rank held CME Group as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.