CIBC Private Wealth Group
OPY icon

CIBC Private Wealth Group’s Oppenheimer Holdings OPY Stock Holding History

CIBC Private Wealth Group’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-84
Closed -$5.35K – 3215
2024
Q4 		$5.35K Hold
84
– – ﹤0.01% 2451
2024
Q3 		$4.3K Hold
84
– – ﹤0.01% 2629
2024
Q2 		$4.14K Hold
84
– – ﹤0.01% 2566
2024
Q1 		$3.3K Buy
+84
New +$3.28K ﹤0.01% 2627

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CIBC Private Wealth Group's OPY Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Oppenheimer Holdings (OPY) in Q1 2025, closing a stake of 84 shares — an estimated $5.35K sold.

CIBC Private Wealth Group first reported a position in OPY in Q1 2024 and held it in 4 quarters. The position peaked at $5.35K in Q4 2024. 86 funds tracked by Wall St. Rank hold OPY as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Oppenheimer Holdings position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 84 Oppenheimer Holdings shares in Q1 2025, an estimated $5.35K.
  • CIBC Private Wealth Group first reported a position in Oppenheimer Holdings in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Oppenheimer Holdings position peaked at $5.35K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.