CIBC Private Wealth Group
PW

CIBC Private Wealth Group’s Power REIT PW Stock Holding History

CIBC Private Wealth Group’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-470
Closed -$4.18K – 3269
2024
Q2 		$4.18K Hold
470
– – ﹤0.01% 2563
2024
Q1 		$2.92K Buy
+470
New +$2.92K ﹤0.01% 2656
2022
Q3 		– Sell
-570
Closed -$73K – 1133
2022
Q2 		$73K Buy
570
+135
+31% +$32.7K ﹤0.01% 945
2022
Q1 		$171K Hold
435
– – ﹤0.01% 971
2021
Q4 		$300K Buy
+435
New +$246K ﹤0.01% 877
2021
Q3 		– Sell
-1,078
Closed -$433K – 1006
2021
Q2 		$433K Buy
1,078
+143
+15% +$61.3K ﹤0.01% 826
2021
Q1 		$423K Buy
+935
New +$358K ﹤0.01% 838

Other funds holding PW

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Power REIT (PW) in Q3 2024, closing a stake of 470 shares — an estimated $4.18K sold.

CIBC Private Wealth Group first reported a position in PW in Q1 2021 and held it in 7 quarters. The position peaked at $433K in Q2 2021. 13 funds tracked by Wall St. Rank hold PW as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Power REIT position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 470 Power REIT shares in Q3 2024, an estimated $4.18K.
  • CIBC Private Wealth Group first reported a position in Power REIT in Q1 2021 and held it in 7 quarters.
  • CIBC Private Wealth Group's Power REIT position peaked at $433K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Power REIT as of Q3 2024.

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