CIBC Private Wealth Group
E icon

CIBC Private Wealth Group’s ENI E Stock Holding History

CIBC Private Wealth Group’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$37.9K Sell
1,000
-374
-27% -$13.7K ﹤0.01% 1902
2025
Q3 		$48K Buy
+1,374
New +$47.4K ﹤0.01% 1820
2025
Q2 		– Sell
-138
Closed -$3.48K – 3142
2025
Q1 		$3.48K Buy
138
+99
+254% +$2.89K ﹤0.01% 2558
2024
Q4 		$1.09K Hold
39
– – ﹤0.01% 2786
2024
Q3 		$1.18K Sell
39
-248
-86% -$7.77K ﹤0.01% 2891
2024
Q2 		$8.86K Sell
287
-49
-15% -$1.55K ﹤0.01% 2332
2024
Q1 		$10.7K Buy
+336
New +$10.7K ﹤0.01% 2248
2022
Q3 		– Sell
-220
Closed -$5K – 980
2022
Q2 		$5K Hold
220
– – ﹤0.01% 1109
2022
Q1 		$6K Buy
+220
New +$6.55K ﹤0.01% 1174
2018
Q3 		– Sell
-159
Closed -$6K – 1155
2018
Q2 		$6K Hold
159
– – ﹤0.01% 1674
2018
Q1 		$6K Buy
+159
New +$5.52K ﹤0.01% 1625

Other funds holding E

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return