CIBC Private Wealth Group
SVV icon

CIBC Private Wealth Group’s Savers SVV Stock Holding History

CIBC Private Wealth Group’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-55
Closed -$703 – 3290
2024
Q2 		$703 Buy
+55
New +$821 ﹤0.01% 2940

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Fidelity Investments
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JP Morgan Chase
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Vanguard Group
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SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Savers (SVV) in Q3 2024, closing a stake of 55 shares — an estimated $703 sold.

CIBC Private Wealth Group first reported a position in SVV in Q2 2024 and held it in 1 quarter. The position peaked at $703 in Q2 2024. 103 funds tracked by Wall St. Rank hold SVV as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Savers position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 55 Savers shares in Q3 2024, an estimated $703.
  • CIBC Private Wealth Group first reported a position in Savers in Q2 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Savers position peaked at $703 in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Savers as of Q3 2024.

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