CIBC Private Wealth Group
CSV icon

CIBC Private Wealth Group’s Carriage Services CSV Stock Holding History

CIBC Private Wealth Group’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$3.94K – 3128
2024
Q4 		$3.94K Hold
100
– – ﹤0.01% 2548
2024
Q3 		$3.28K Hold
100
– – ﹤0.01% 2710
2024
Q2 		$2.63K Hold
100
– – ﹤0.01% 2696
2024
Q1 		$2.65K Buy
+100
New +$2.5K ﹤0.01% 2685

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

CIBC Private Wealth Group's CSV Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Carriage Services (CSV) in Q1 2025, closing a stake of 100 shares — an estimated $3.94K sold.

CIBC Private Wealth Group first reported a position in CSV in Q1 2024 and held it in 4 quarters. The position peaked at $3.94K in Q4 2024. 157 funds tracked by Wall St. Rank hold CSV as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Carriage Services position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 100 Carriage Services shares in Q1 2025, an estimated $3.94K.
  • CIBC Private Wealth Group first reported a position in Carriage Services in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Carriage Services position peaked at $3.94K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.