CIBC Private Wealth Group
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CIBC Private Wealth Group’s Bluerock Homes Trust BHM Stock Holding History

CIBC Private Wealth Group’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-375
Closed -$6.33K – 3161
2024
Q1 		$6.33K Buy
+375
New +$5.49K ﹤0.01% 2438

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's BHM Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of Bluerock Homes Trust (BHM) in Q2 2024, closing a stake of 375 shares — an estimated $6.33K sold.

CIBC Private Wealth Group first reported a position in BHM in Q1 2024 and held it in 1 quarter. The position peaked at $6.33K in Q1 2024. 43 funds tracked by Wall St. Rank hold BHM as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining Bluerock Homes Trust position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 375 Bluerock Homes Trust shares in Q2 2024, an estimated $6.33K.
  • CIBC Private Wealth Group first reported a position in Bluerock Homes Trust in Q1 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Bluerock Homes Trust position peaked at $6.33K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.