CIBC Private Wealth Group
VWE

CIBC Private Wealth Group’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

CIBC Private Wealth Group’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,400
Closed -$242 – 3340
2024
Q2 		$242 Hold
1,400
– – ﹤0.01% 3045
2024
Q1 		$490 Buy
+1,400
New +$638 ﹤0.01% 2937

Other funds holding VWE

ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 1,400 shares — an estimated $242 sold.

CIBC Private Wealth Group first reported a position in VWE in Q1 2024 and held it in 2 quarters. The position peaked at $490 in Q1 2024. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,400 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $242.
  • CIBC Private Wealth Group first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Vintage Wine Estates, Inc. Common Stock position peaked at $490 in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

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