CIBC Private Wealth Group
NOTE

CIBC Private Wealth Group’s FiscalNote NOTE Stock Holding History

CIBC Private Wealth Group’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,027
Closed -$25.6K – 1168
2023
Q3 		$25.6K Hold
1,027
– – ﹤0.01% 1056
2023
Q2 		$44.9K Buy
+1,027
New +$28.8K ﹤0.01% 860

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group's NOTE Position: Q4 2023 in Review

CIBC Private Wealth Group sold out of FiscalNote (NOTE) in Q4 2023, closing a stake of 1,027 shares — an estimated $25.6K sold.

CIBC Private Wealth Group first reported a position in NOTE in Q2 2023 and held it in 2 quarters. The position peaked at $44.9K in Q2 2023. 61 funds tracked by Wall St. Rank hold NOTE as of Q4 2023.

  • CIBC Private Wealth Group reported no remaining FiscalNote position as of Q4 2023 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,027 FiscalNote shares in Q4 2023, an estimated $25.6K.
  • CIBC Private Wealth Group first reported a position in FiscalNote in Q2 2023 and held it in 2 quarters.
  • CIBC Private Wealth Group's FiscalNote position peaked at $44.9K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held FiscalNote as of Q4 2023.

Based on CIBC Private Wealth Group's 13F filing for Q4 2023, filed 13 Feb 2024.