CIBC Private Wealth Group’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-11
Closed -$406 3342
2024
Q2
$406 Hold
11
﹤0.01% 3000
2024
Q1
$415 Buy
+11
New +$408 ﹤0.01% 2949

CIBC Private Wealth Group's BTEC Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 11 shares — an estimated $406 sold.

CIBC Private Wealth Group first reported a position in BTEC in Q1 2024 and held it in 2 quarters. The position peaked at $415 in Q1 2024. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 11 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $406.
  • CIBC Private Wealth Group first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $415 in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.