CIBC Private Wealth Group
SEVN

CIBC Private Wealth Group’s Seven Hills Realty Trust SEVN Stock Holding History

CIBC Private Wealth Group’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,740
Closed -$24K – 3160
2024
Q3 		$24K Buy
+1,740
New +$23.4K ﹤0.01% 2085

Other funds holding SEVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group's SEVN Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Seven Hills Realty Trust (SEVN) in Q4 2024, closing a stake of 1,740 shares — an estimated $24K sold.

CIBC Private Wealth Group first reported a position in SEVN in Q3 2024 and held it in 1 quarter. The position peaked at $24K in Q3 2024. 57 funds tracked by Wall St. Rank hold SEVN as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Seven Hills Realty Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,740 Seven Hills Realty Trust shares in Q4 2024, an estimated $24K.
  • CIBC Private Wealth Group first reported a position in Seven Hills Realty Trust in Q3 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Seven Hills Realty Trust position peaked at $24K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.