CIBC Private Wealth Group

CIBC Private Wealth Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

CIBC Private Wealth Group’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,660	Closed	-$51.1K	–	3290
2024 Q4	$51.1K	Buy	+6,660	New	+$51.2K	﹤0.01%	1673
2024 Q3	–	Sell	-5,533	Closed	-$41K	–	3319
2024 Q2	$41K	Hold	5,533	–	–	﹤0.01%	1751
2024 Q1	$44.9K	Buy	+5,533	New	+$42.9K	﹤0.01%	1721

Other funds holding BTX

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return