CIBC Asset Management
NOTE

CIBC Asset Management’s FiscalNote NOTE Stock Holding History

CIBC Asset Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,573
Closed -$41.1K – 1185
2024
Q1 		$41.1K Hold
2,573
– – ﹤0.01% 1112
2023
Q4 		$35.2K Hold
2,573
– – ﹤0.01% 1084
2023
Q3 		$64.2K Hold
2,573
– – ﹤0.01% 1015
2023
Q2 		$112K Hold
2,573
– – ﹤0.01% 1023
2023
Q1 		$68.9K Buy
+2,573
New +$105K ﹤0.01% 1007

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

CIBC Asset Management's NOTE Position: Q2 2024 in Review

CIBC Asset Management sold out of FiscalNote (NOTE) in Q2 2024, closing a stake of 2,573 shares — an estimated $41.1K sold.

CIBC Asset Management first reported a position in NOTE in Q1 2023 and held it in 5 quarters. The position peaked at $112K in Q2 2023. 68 funds tracked by Wall St. Rank hold NOTE as of Q2 2024.

  • CIBC Asset Management reported no remaining FiscalNote position as of Q2 2024 after selling out during the quarter.
  • CIBC Asset Management sold 2,573 FiscalNote shares in Q2 2024, an estimated $41.1K.
  • CIBC Asset Management first reported a position in FiscalNote in Q1 2023 and held it in 5 quarters.
  • CIBC Asset Management's FiscalNote position peaked at $112K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held FiscalNote as of Q2 2024.

Based on CIBC Asset Management's 13F filing for Q2 2024, filed 1 Aug 2024.