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WR Wealth Planners’s CME Group CME Stock Holding History

WR Wealth Planners’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
Q4 		$6.5K Buy
28
+5
+22% +$1.15K ﹤0.01% 653
2024
Q3 		$5.08K Buy
23
+4
+21% +$828 ﹤0.01% 741
2024
Q2 		$3.73K Buy
19
+6
+46% +$1.24K ﹤0.01% 767
2024
Q1 		$2.8K Buy
+13
New +$2.73K ﹤0.01% 817

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's CME Position: Q4 2024 in Review

WR Wealth Planners increased its CME Group (CME) stake by 22% in Q4 2024, buying an estimated $1.15K and bringing the position to 28 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

WR Wealth Planners first reported a position in CME in Q1 2024 and has held it in 4 quarters since. 1,501 funds tracked by Wall St. Rank hold CME as of Q4 2024.

  • WR Wealth Planners held 28 shares of CME Group worth $6.5K as of Q4 2024.
  • WR Wealth Planners bought 5 CME Group shares in Q4 2024, an estimated $1.15K.
  • CME Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #653 holding.
  • WR Wealth Planners first reported a position in CME Group in Q1 2024 and has held it in 4 quarters since.
  • 1,501 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.