CIBC Private Wealth Group
DH icon

CIBC Private Wealth Group’s Definitive Healthcare DH Stock Holding History

CIBC Private Wealth Group’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-49
Closed -$263 – 3153
2024
Q2 		$263 Sell
49
-358
-88% -$2.25K ﹤0.01% 3037
2024
Q1 		$3.26K Buy
+407
New +$3.6K ﹤0.01% 2634
2023
Q3 		– Sell
-18,210
Closed -$200K – 1090
2023
Q2 		$200K Sell
18,210
-1,415
-7% -$14.6K ﹤0.01% 843
2023
Q1 		$203K Buy
+19,625
New +$231K ﹤0.01% 843
2022
Q3 		– Sell
-11,995
Closed -$275K – 972
2022
Q2 		$275K Hold
11,995
– – ﹤0.01% 812
2022
Q1 		$296K Buy
+11,995
New +$271K ﹤0.01% 849

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Definitive Healthcare (DH) in Q3 2024, closing a stake of 49 shares — an estimated $263 sold.

CIBC Private Wealth Group first reported a position in DH in Q1 2022 and held it in 6 quarters. The position peaked at $296K in Q1 2022. 125 funds tracked by Wall St. Rank hold DH as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Definitive Healthcare position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 49 Definitive Healthcare shares in Q3 2024, an estimated $263.
  • CIBC Private Wealth Group first reported a position in Definitive Healthcare in Q1 2022 and held it in 6 quarters.
  • CIBC Private Wealth Group's Definitive Healthcare position peaked at $296K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2024.

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