CIBC Private Wealth Group
MVBF icon

CIBC Private Wealth Group’s MVB Financial MVBF Stock Holding History

CIBC Private Wealth Group’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,165
Closed -$80.6K – 3111
2024
Q3 		$80.6K Buy
4,165
+35
+0.8% +$726 ﹤0.01% 1582
2024
Q2 		$76.8K Buy
4,130
+36
+0.9% +$686 ﹤0.01% 1498
2024
Q1 		$90.5K Buy
+4,094
New +$88.8K ﹤0.01% 1440

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CIBC Private Wealth Group's MVBF Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of MVB Financial (MVBF) in Q4 2024, closing a stake of 4,165 shares — an estimated $80.6K sold.

CIBC Private Wealth Group first reported a position in MVBF in Q1 2024 and held it in 3 quarters. The position peaked at $90.5K in Q1 2024. 88 funds tracked by Wall St. Rank hold MVBF as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining MVB Financial position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 4,165 MVB Financial shares in Q4 2024, an estimated $80.6K.
  • CIBC Private Wealth Group first reported a position in MVB Financial in Q1 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's MVB Financial position peaked at $90.5K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held MVB Financial as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.