CIBC Private Wealth Group
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CIBC Private Wealth Group’s IBEX IBEX Stock Holding History

CIBC Private Wealth Group’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-103
Closed -$2.21K – 3179
2024
Q4 		$2.21K Hold
103
– – ﹤0.01% 2678
2024
Q3 		$2.06K Hold
103
– – ﹤0.01% 2795
2024
Q2 		$1.62K Hold
103
– – ﹤0.01% 2800
2024
Q1 		$1.54K Buy
+103
New +$1.69K ﹤0.01% 2794

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Ameriprise
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group's IBEX Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of IBEX (IBEX) in Q1 2025, closing a stake of 103 shares — an estimated $2.21K sold.

CIBC Private Wealth Group first reported a position in IBEX in Q1 2024 and held it in 4 quarters. The position peaked at $2.21K in Q4 2024. 143 funds tracked by Wall St. Rank hold IBEX as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining IBEX position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 103 IBEX shares in Q1 2025, an estimated $2.21K.
  • CIBC Private Wealth Group first reported a position in IBEX in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's IBEX position peaked at $2.21K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held IBEX as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.