CIBC Private Wealth Group
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CIBC Private Wealth Group’s ATI ATI Stock Holding History

CIBC Private Wealth Group’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$109K Buy
950
+180
+23% +$17.5K ﹤0.01% 1474
2025
Q3 		$62.6K Hold
770
– – ﹤0.01% 1685
2025
Q2 		$66.5K Buy
770
+84
+12% +$5.75K ﹤0.01% 1555
2025
Q1 		$28.8K Buy
686
+16
+2% +$908 ﹤0.01% 1848
2024
Q4 		$37.2K Hold
670
– – ﹤0.01% 1793
2024
Q3 		$44.8K Sell
670
-9
-1% -$559 ﹤0.01% 1816
2024
Q2 		$39.5K Buy
679
+9
+1% +$504 ﹤0.01% 1770
2024
Q1 		$34.2K Buy
+670
New +$30.3K ﹤0.01% 1826
2019
Q3 		– Sell
-16,849
Closed -$425K – 891
2019
Q2 		$425K Buy
16,849
+1,977
+13% +$48.2K ﹤0.01% 744
2019
Q1 		$381K Buy
+14,872
New +$392K ﹤0.01% 775
2018
Q3 		– Sell
-19,647
Closed -$494K – 1020
2018
Q2 		$494K Sell
19,647
-9,773
-33% -$264K ﹤0.01% 779
2018
Q1 		$697K Buy
29,420
+6,110
+26% +$164K ﹤0.01% 712
2017
Q4 		$563K Buy
23,310
+604
+3% +$14.4K ﹤0.01% 757
2017
Q3 		$543K Buy
22,706
+66
+0.3% +$1.31K ﹤0.01% 761
2017
Q2 		$385K Buy
22,640
+5,885
+35% +$99K ﹤0.01% 560
2017
Q1 		$301K Buy
+16,755
New +$315K ﹤0.01% 561

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return