CIBC Private Wealth Group
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CIBC Private Wealth Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

CIBC Private Wealth Group’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,437
Closed -$21.8K – 2998
2024
Q3 		$21.8K Buy
+1,437
New +$21.3K ﹤0.01% 2117

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC Private Wealth Group's BIT Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2024, closing a stake of 1,437 shares — an estimated $21.8K sold.

CIBC Private Wealth Group first reported a position in BIT in Q3 2024 and held it in 1 quarter. The position peaked at $21.8K in Q3 2024. 87 funds tracked by Wall St. Rank hold BIT as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,437 BlackRock Multi-Sector Income Trust shares in Q4 2024, an estimated $21.8K.
  • CIBC Private Wealth Group first reported a position in BlackRock Multi-Sector Income Trust in Q3 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's BlackRock Multi-Sector Income Trust position peaked at $21.8K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.