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CIBC Asset Management’s
Root
ROOT
Stock Holding History
CIBC Asset Management’s Portfolio
ROOT Stock Details
ROOT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-10,430
Closed
-$109K
–
1148
2023
Q4
$109K
Hold
10,430
–
–
﹤0.01%
1053
2023
Q3
$99.2K
Hold
10,430
–
–
﹤0.01%
993
2023
Q2
$93.2K
Hold
10,430
–
–
﹤0.01%
1036
2023
Q1
$47K
Buy
+10,430
New
+$52.8K
﹤0.01%
1026
2022
Q3
–
Sell
-665
Closed
-$14K
–
1295
2022
Q2
$14K
Sell
665
-48
-7%
-$1.3K
﹤0.01%
1266
2022
Q1
$25K
Hold
713
–
–
﹤0.01%
1515
2021
Q4
$40K
Buy
713
+134
+23%
+$10.5K
﹤0.01%
1529
2021
Q3
$55K
Buy
+579
New
+$71.8K
﹤0.01%
1451
Other funds holding ROOT
RMC
Ribbit Management Company
Palo Alto, California
$1.68B AUM
40.61%
1-Year Est. Return
SFG
SVB Financial Group
Dallas, Texas
$434K AUM
277.67%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
GP
Galileo PTC
Road Town, Tortola, British Virgin Islands
$1.02B AUM
48.04%
1-Year Est. Return
SI
Schusterman Interests
Tulsa, Oklahoma
$391M AUM
33.81%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
DIG
Dragoneer Investment Group
San Francisco, California
$3B AUM
6.95%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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