CIBC Private Wealth Group
EAD

CIBC Private Wealth Group’s Allspring Income Opportunities Fund EAD Stock Holding History

CIBC Private Wealth Group’s Portfolio EAD Stock Details EAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,147
Closed -$72.3K – 3039
2024
Q3 		$72.3K Buy
10,147
+7,572
+294% +$52.6K ﹤0.01% 1634
2024
Q2 		$17.4K Buy
2,575
+1,203
+88% +$7.88K ﹤0.01% 2087
2024
Q1 		$9.08K Buy
+1,372
New +$9.1K ﹤0.01% 2317

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Allspring Income Opportunities Fund (EAD) in Q4 2024, closing a stake of 10,147 shares — an estimated $72.3K sold.

CIBC Private Wealth Group first reported a position in EAD in Q1 2024 and held it in 3 quarters. The position peaked at $72.3K in Q3 2024. 77 funds tracked by Wall St. Rank hold EAD as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Allspring Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 10,147 Allspring Income Opportunities Fund shares in Q4 2024, an estimated $72.3K.
  • CIBC Private Wealth Group first reported a position in Allspring Income Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's Allspring Income Opportunities Fund position peaked at $72.3K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2024.

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