CIBC Private Wealth Group
INVE icon

CIBC Private Wealth Group’s Identive INVE Stock Holding History

CIBC Private Wealth Group’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$706 – 3188
2024
Q4 		$706 Sell
200
-53
-21% -$199 ﹤0.01% 2828
2024
Q3 		$893 Hold
253
– – ﹤0.01% 2922
2024
Q2 		$1.03K Hold
253
– – ﹤0.01% 2897
2024
Q1 		$2.13K Buy
+253
New +$2.02K ﹤0.01% 2745

Other funds holding INVE

BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return