CIBC Private Wealth Group
XP icon

CIBC Private Wealth Group’s XP XP Stock Holding History

CIBC Private Wealth Group’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.18K Sell
133
-24
-15% -$423 ﹤0.01% 2786
2025
Q3 		$2.95K Sell
157
-88
-36% -$1.58K ﹤0.01% 2667
2025
Q2 		$4.95K Buy
245
+138
+129% +$2.38K ﹤0.01% 2452
2025
Q1 		$1.36K Hold
107
– – ﹤0.01% 2764
2024
Q4 		$1.18K Hold
107
– – ﹤0.01% 2773
2024
Q3 		$1.92K Sell
107
-261
-71% -$4.76K ﹤0.01% 2810
2024
Q2 		$6.28K Hold
368
– – ﹤0.01% 2449
2024
Q1 		$9.28K Buy
+368
New +$9.23K ﹤0.01% 2305
2022
Q3 		– Sell
-261
Closed -$5K – 1214
2022
Q2 		$5K Hold
261
– – ﹤0.01% 1116
2022
Q1 		$8K Buy
+261
New +$8.14K ﹤0.01% 1161

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return