CIBC Private Wealth Group
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CIBC Private Wealth Group’s Koss Corp KOSS Stock Holding History

CIBC Private Wealth Group’s Portfolio KOSS Stock Details KOSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-546,528
Closed -$5.84M – 1290
2021
Q4 		$5.84M Buy
+546,528
New +$8.11M 0.01% 386
2021
Q3 		– Sell
-546,528
Closed -$12.7M – 983
2021
Q2 		$12.7M Buy
546,528
+536,867
+5,557% +$11.5M 0.03% 317
2021
Q1 		$217K Sell
9,661
-70,000
-88% -$1.24M ﹤0.01% 977
2020
Q4 		$274K Hold
79,661
– – ﹤0.01% 886
2020
Q3 		$108K Buy
+79,661
New +$159K ﹤0.01% 856
2020
Q2 		– Sell
-79,661
Closed -$70K – 710
2020
Q1 		$70K Buy
+79,661
New +$104K ﹤0.01% 824

Other funds holding KOSS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return