CIBC Private Wealth Group
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CIBC Private Wealth Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

CIBC Private Wealth Group’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,134
Closed -$16.1K – 3018
2024
Q3 		$16.1K Hold
2,134
– – ﹤0.01% 2249
2024
Q2 		$16.3K Buy
+2,134
New +$15.8K ﹤0.01% 2110
2022
Q4 		– Sell
-10,719
Closed -$90K – 871
2022
Q3 		$90K Hold
10,719
– – ﹤0.01% 879
2022
Q2 		$91K Buy
+10,719
New +$115K ﹤0.01% 933
2018
Q1 		– Sell
-549
Closed -$8K – 1954
2017
Q4 		$8K Buy
+549
New +$8.13K ﹤0.01% 1598

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Cornerstone Strategic Value Fund (CLM) in Q4 2024, closing a stake of 2,134 shares — an estimated $16.1K sold.

CIBC Private Wealth Group first reported a position in CLM in Q4 2017 and held it in 5 quarters. The position peaked at $91K in Q2 2022. 128 funds tracked by Wall St. Rank hold CLM as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Cornerstone Strategic Value Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,134 Cornerstone Strategic Value Fund shares in Q4 2024, an estimated $16.1K.
  • CIBC Private Wealth Group first reported a position in Cornerstone Strategic Value Fund in Q4 2017 and held it in 5 quarters.
  • CIBC Private Wealth Group's Cornerstone Strategic Value Fund position peaked at $91K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2024.

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