CIBC Private Wealth Group
CNF

CIBC Private Wealth Group’s CNFinance Holdings CNF Stock Holding History

CIBC Private Wealth Group’s Portfolio CNF Stock Details CNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-134
Closed -$1.67K – 3023
2024
Q3 		$1.67K Hold
134
– – ﹤0.01% 2836
2024
Q2 		$2.09K Hold
134
– – ﹤0.01% 2746
2024
Q1 		$2.72K Buy
+134
New +$2.93K ﹤0.01% 2677

Other funds holding CNF

PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $409M AUM 66.94% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of CNFinance Holdings (CNF) in Q4 2024, closing a stake of 134 shares — an estimated $1.67K sold.

CIBC Private Wealth Group first reported a position in CNF in Q1 2024 and held it in 3 quarters. The position peaked at $2.72K in Q1 2024. 19 funds tracked by Wall St. Rank hold CNF as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining CNFinance Holdings position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 134 CNFinance Holdings shares in Q4 2024, an estimated $1.67K.
  • CIBC Private Wealth Group first reported a position in CNFinance Holdings in Q1 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's CNFinance Holdings position peaked at $2.72K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held CNFinance Holdings as of Q4 2024.

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