CIBC Private Wealth Group
CHAT icon

CIBC Private Wealth Group’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

CIBC Private Wealth Group’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$116 – 3142
2024
Q2 		$116 Hold
3
– – ﹤0.01% 3086
2024
Q1 		$107 Buy
+3
New +$101 ﹤0.01% 3012

Other funds holding CHAT

VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q3 2024, closing a stake of 3 shares — an estimated $116 sold.

CIBC Private Wealth Group first reported a position in CHAT in Q1 2024 and held it in 2 quarters. The position peaked at $116 in Q2 2024. 44 funds tracked by Wall St. Rank hold CHAT as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Roundhill Generative AI & Technology ETF position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 3 Roundhill Generative AI & Technology ETF shares in Q3 2024, an estimated $116.
  • CIBC Private Wealth Group first reported a position in Roundhill Generative AI & Technology ETF in Q1 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Roundhill Generative AI & Technology ETF position peaked at $116 in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2024.

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