CIBC Private Wealth Group
FDS icon

CIBC Private Wealth Group’s Factset FDS Stock Holding History

CIBC Private Wealth Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$419K Buy
1,443
+83
+6% +$23.3K ﹤0.01% 937
2025
Q3 		$390K Sell
1,360
-110
-7% -$42K ﹤0.01% 941
2025
Q2 		$658K Hold
1,470
– – ﹤0.01% 764
2025
Q1 		$586K Sell
1,470
-117
-7% -$53.3K ﹤0.01% 763
2024
Q4 		$728K Buy
1,587
+16
+1% +$7.6K ﹤0.01% 775
2024
Q3 		$722K Buy
1,571
+337
+27% +$143K ﹤0.01% 764
2024
Q2 		$516K Sell
1,234
-50
-4% -$21.2K ﹤0.01% 815
2024
Q1 		$569K Buy
1,284
+2
+0.2% +$932 ﹤0.01% 801
2023
Q4 		$611K Sell
1,282
-64
-5% -$28.8K ﹤0.01% 748
2023
Q3 		$588K Buy
1,346
+805
+149% +$343K ﹤0.01% 709
2023
Q2 		$217K Buy
541
+6
+1% +$2.42K ﹤0.01% 821
2023
Q1 		$222K Buy
+535
New +$223K ﹤0.01% 825
2022
Q3 		– Sell
-51
Closed -$20K – 1007
2022
Q2 		$20K Sell
51
-474
-90% -$186K ﹤0.01% 1025
2022
Q1 		$228K Buy
525
+75
+17% +$31.6K ﹤0.01% 924
2021
Q4 		$219K Buy
+450
New +$202K ﹤0.01% 951
2018
Q3 		– Sell
-400
Closed -$79K – 1205
2018
Q2 		$79K Sell
400
-9
-2% -$1.8K ﹤0.01% 1073
2018
Q1 		$82K Buy
409
+9
+2% +$1.82K ﹤0.01% 1053
2017
Q4 		$77K Buy
+400
New +$76.8K ﹤0.01% 1080

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return