CIBC Asset Management
MKTW icon

CIBC Asset Management’s MarketWise MKTW Stock Holding History

CIBC Asset Management’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-613
Closed -$44K – 1282
2022
Q2 		$44K Sell
613
-45
-7% -$3.13K ﹤0.01% 1237
2022
Q1 		$125K Hold
658
– – ﹤0.01% 1444
2021
Q4 		$125K Buy
+658
New +$93.6K ﹤0.01% 1469

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Asset Management's MKTW Position: Q3 2022 in Review

CIBC Asset Management sold out of MarketWise (MKTW) in Q3 2022, closing a stake of 613 shares — an estimated $44K sold.

CIBC Asset Management first reported a position in MKTW in Q4 2021 and held it in 3 quarters. The position peaked at $125K in Q1 2022. 63 funds tracked by Wall St. Rank hold MKTW as of Q3 2022.

  • CIBC Asset Management reported no remaining MarketWise position as of Q3 2022 after selling out during the quarter.
  • CIBC Asset Management sold 613 MarketWise shares in Q3 2022, an estimated $44K.
  • CIBC Asset Management first reported a position in MarketWise in Q4 2021 and held it in 3 quarters.
  • CIBC Asset Management's MarketWise position peaked at $125K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held MarketWise as of Q3 2022.

Based on CIBC Asset Management's 13F filing for Q3 2022, filed 3 Nov 2022.