CIBC Private Wealth Group
CGBD icon

CIBC Private Wealth Group’s Carlyle Secured Lending CGBD Stock Holding History

CIBC Private Wealth Group’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,355
Closed -$23K – 3015
2024
Q3 		$23K Buy
+1,355
New +$23.4K ﹤0.01% 2098
2024
Q2 		– Sell
-1,000
Closed -$16.1K – 3174
2024
Q1 		$16.1K Buy
+1,000
New +$15.7K ﹤0.01% 2116
2019
Q2 		– Sell
-103,044
Closed -$1.49M – 923
2019
Q1 		$1.49M Sell
103,044
-2,414
-2% -$35.5K 0.01% 514
2018
Q4 		$1.31M Buy
105,458
+35,684
+51% +$542K 0.01% 519
2018
Q3 		$1.17M Buy
69,774
+5,108
+8% +$88.2K ﹤0.01% 632
2018
Q2 		$1.1M Buy
64,666
+7,791
+14% +$139K ﹤0.01% 632
2018
Q1 		$1.02M Buy
+56,875
New +$1.02M ﹤0.01% 643

Other funds holding CGBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return