CIBC Private Wealth Group
NIC icon

CIBC Private Wealth Group’s Nicolet Bankshares NIC Stock Holding History

CIBC Private Wealth Group’s Portfolio NIC Stock Details NIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-205
Closed -$16.6K – 3233
2024
Q2 		$16.6K Hold
205
– – ﹤0.01% 2100
2024
Q1 		$17.2K Buy
+205
New +$16.4K ﹤0.01% 2097

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group's NIC Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Nicolet Bankshares (NIC) in Q3 2024, closing a stake of 205 shares — an estimated $16.6K sold.

CIBC Private Wealth Group first reported a position in NIC in Q1 2024 and held it in 2 quarters. The position peaked at $17.2K in Q1 2024. 140 funds tracked by Wall St. Rank hold NIC as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Nicolet Bankshares position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 205 Nicolet Bankshares shares in Q3 2024, an estimated $16.6K.
  • CIBC Private Wealth Group first reported a position in Nicolet Bankshares in Q1 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Nicolet Bankshares position peaked at $17.2K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.