CWM
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CIBC World Markets’s Advantage Solutions ADV Stock Holding History

CIBC World Markets’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.3K Sell
464
-476
-51% -$15.7K ﹤0.01% 1538
2025
Q1 		$35.5K Buy
+940
New +$54.8K ﹤0.01% 1757

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC World Markets's ADV Position: Q2 2025 in Review

CIBC World Markets reduced its Advantage Solutions (ADV) stake by 51% in Q2 2025, selling an estimated $15.7K and leaving 464 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

CIBC World Markets first reported a position in ADV in Q1 2025 and has held it in 2 quarters since. The position peaked at $35.5K in Q1 2025. 108 funds tracked by Wall St. Rank hold ADV as of Q2 2025.

  • CIBC World Markets held 464 shares of Advantage Solutions worth $15.3K as of Q2 2025.
  • CIBC World Markets sold 476 Advantage Solutions shares in Q2 2025, an estimated $15.7K.
  • Advantage Solutions made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1538 holding.
  • CIBC World Markets first reported a position in Advantage Solutions in Q1 2025 and has held it in 2 quarters since.
  • CIBC World Markets's Advantage Solutions position peaked at $35.5K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.