CIBC Private Wealth Group
TEAM icon

CIBC Private Wealth Group’s Atlassian TEAM Stock Holding History

CIBC Private Wealth Group’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.77M Buy
41,772
+21,893
+110% +$3.44M 0.01% 390
2025
Q3 		$3.17M Sell
19,879
-286
-1% -$51.7K 0.01% 501
2025
Q2 		$4.1M Buy
20,165
+7,404
+58% +$1.54M 0.01% 460
2025
Q1 		$2.35M Buy
12,761
+11,890
+1,365% +$3.14M 0.01% 511
2024
Q4 		$213K Sell
871
-16,470
-95% -$3.77M ﹤0.01% 1135
2024
Q3 		$2.75M Sell
17,341
-6,864
-28% -$1.13M ﹤0.01% 510
2024
Q2 		$4.4M Buy
24,205
+23,076
+2,044% +$4.12M 0.01% 420
2024
Q1 		$218K Sell
1,129
-116
-9% -$25.3K ﹤0.01% 1083
2023
Q4 		$296K Sell
1,245
-72
-5% -$14.1K ﹤0.01% 938
2023
Q3 		$265K Buy
+1,317
New +$250K ﹤0.01% 914
2022
Q3 		– Sell
-245
Closed -$46K – 1172
2022
Q2 		$46K Buy
245
+3
+1% +$640 ﹤0.01% 976
2022
Q1 		$71K Buy
+242
New +$72.3K ﹤0.01% 1015
2019
Q3 		– Sell
-15,830
Closed -$2.07M – 939
2019
Q2 		$2.07M Sell
15,830
-170
-1% -$20.5K 0.01% 460
2019
Q1 		$1.8M Sell
16,000
-25
-0.2% -$2.56K 0.01% 484
2018
Q4 		$1.43M Buy
16,025
+9,245
+136% +$732K 0.01% 504
2018
Q3 		$652K Sell
6,780
-50
-0.7% -$3.96K ﹤0.01% 720
2018
Q2 		$427K Sell
6,830
-7,120
-51% -$438K ﹤0.01% 806
2018
Q1 		$752K Buy
13,950
+13,750
+6,875% +$748K ﹤0.01% 694
2017
Q4 		$9K Buy
+200
New +$9.31K ﹤0.01% 1580

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return