CIBC Private Wealth Group’s Root ROOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1
Closed -$128 3273
2025
Q2
$128 Hold
1
﹤0.01% 2948
2025
Q1
$108 Buy
+1
New +$115 ﹤0.01% 2988

Other funds holding ROOT

CIBC Private Wealth Group's ROOT Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Root (ROOT) in Q3 2025, closing a stake of 1 share — an estimated $128 sold.

CIBC Private Wealth Group first reported a position in ROOT in Q1 2025 and held it in 2 quarters. The position peaked at $128 in Q2 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1 Root share in Q3 2025, an estimated $128.
  • CIBC Private Wealth Group first reported a position in Root in Q1 2025 and held it in 2 quarters.
  • CIBC Private Wealth Group's Root position peaked at $128 in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.