CIBC Private Wealth Group
FUN icon

CIBC Private Wealth Group’s Cedar Fair FUN Stock Holding History

CIBC Private Wealth Group’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.79K Sell
573
-3,015
-84% -$54.5K ﹤0.01% 2460
2025
Q3 		$81.5K Buy
3,588
+748
+26% +$19.9K ﹤0.01% 1589
2025
Q2 		$86.4K Buy
2,840
+640
+29% +$21.4K ﹤0.01% 1458
2025
Q1 		$62.2K Hold
2,200
– – ﹤0.01% 1554
2024
Q4 		$103K Hold
2,200
– – ﹤0.01% 1404
2024
Q3 		$88.7K Buy
+2,200
New +$101K ﹤0.01% 1536
2024
Q2 		– Sell
-3,132
Closed -$132K – 3199
2024
Q1 		$132K Buy
+3,132
New +$128K ﹤0.01% 1279
2018
Q3 		– Sell
-2,200
Closed -$139K – 1236
2018
Q2 		$139K Sell
2,200
-155
-7% -$10.1K ﹤0.01% 977
2018
Q1 		$150K Sell
2,355
-750
-24% -$49.6K ﹤0.01% 959
2017
Q4 		$202K Buy
+3,105
New +$203K ﹤0.01% 926

Other funds holding FUN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return