CIBC Private Wealth Group
UI icon

CIBC Private Wealth Group’s Ubiquiti UI Stock Holding History

CIBC Private Wealth Group’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$39.3K Buy
71
+50
+238% +$31.6K ﹤0.01% 1879
2025
Q3 		$13.9K Sell
21
-92
-81% -$45.9K ﹤0.01% 2275
2025
Q2 		$46.5K Sell
113
-22
-16% -$8.01K ﹤0.01% 1694
2025
Q1 		$38.2K Buy
135
+101
+297% +$35.7K ﹤0.01% 1730
2024
Q4 		$12.1K Hold
34
– – ﹤0.01% 2214
2024
Q3 		$7.54K Hold
34
– – ﹤0.01% 2480
2024
Q2 		$5.15K Hold
34
– – ﹤0.01% 2507
2024
Q1 		$3.92K Buy
+34
New +$4.17K ﹤0.01% 2572
2019
Q3 		– Sell
-5,455
Closed -$717K – 942
2019
Q2 		$717K Hold
5,455
– – ﹤0.01% 643
2019
Q1 		$817K Hold
5,455
– – ﹤0.01% 629
2018
Q4 		$542K Buy
+5,455
New +$540K ﹤0.01% 665

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return