CIBC Private Wealth Group
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CIBC Private Wealth Group’s Liberty All-Star Equity Fund USA Stock Holding History

CIBC Private Wealth Group’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$77.1K Hold
2025
Q1 		$67.3K Hold
2024
Q4 		$79.7K Hold
2024
Q3 		$80.4K Hold
2024
Q2 		$78K Hold
2024
Q1 		$81K Hold
2023
Q4 		$72.3K Sell
2023
Q3 		$121K Buy