CIBC Private Wealth Group
PRO

CIBC Private Wealth Group’s PROS Holdings PRO Stock Holding History

CIBC Private Wealth Group’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-270
Closed -$7.21K – 3265
2024
Q2 		$7.21K Hold
270
– – ﹤0.01% 2408
2024
Q1 		$9.83K Buy
+270
New +$9.55K ﹤0.01% 2284
2023
Q3 		– Sell
-21,675
Closed -$668K – 1119
2023
Q2 		$668K Hold
21,675
– – ﹤0.01% 644
2023
Q1 		$402K Buy
21,675
+8,165
+60% +$213K ﹤0.01% 745
2022
Q4 		$328K Sell
13,510
-9,851
-42% -$242K ﹤0.01% 671
2022
Q3 		$577K Sell
23,361
-489
-2% -$11.9K ﹤0.01% 679
2022
Q2 		$626K Buy
23,850
+8,850
+59% +$250K ﹤0.01% 668
2022
Q1 		$500K Buy
15,000
+3,700
+33% +$114K ﹤0.01% 745
2021
Q4 		$390K Buy
11,300
+415
+4% +$14.2K ﹤0.01% 819
2021
Q3 		$386K Sell
10,885
-10
-0.1% -$420 ﹤0.01% 772
2021
Q2 		$496K Hold
10,895
– – ﹤0.01% 801
2021
Q1 		$463K Buy
10,895
+220
+2% +$10K ﹤0.01% 818
2020
Q4 		$542K Hold
10,675
– – ﹤0.01% 760
2020
Q3 		$341K Buy
+10,675
New +$402K ﹤0.01% 751
2019
Q2 		– Sell
-10,825
Closed -$457K – 947
2019
Q1 		$457K Hold
10,825
– – ﹤0.01% 742
2018
Q4 		$340K Buy
+10,825
New +$343K ﹤0.01% 759

Other funds holding PRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of PROS Holdings (PRO) in Q3 2024, closing a stake of 270 shares — an estimated $7.21K sold.

CIBC Private Wealth Group first reported a position in PRO in Q4 2018 and held it in 16 quarters. The position peaked at $668K in Q2 2023. 177 funds tracked by Wall St. Rank hold PRO as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining PROS Holdings position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 270 PROS Holdings shares in Q3 2024, an estimated $7.21K.
  • CIBC Private Wealth Group first reported a position in PROS Holdings in Q4 2018 and held it in 16 quarters.
  • CIBC Private Wealth Group's PROS Holdings position peaked at $668K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held PROS Holdings as of Q3 2024.

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