Cibc Private Wealth Group, LLC Reduced Holdings in Q3 2024

Cibc Private Wealth Group, LLC

  • $53.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEP
Nextera Energy Partners, LP

Utilities
-159K
- 30.33%
$23.83 - $28.64 $3.78M - $4.55M
365K $10.1M
FISV
Fiserv Inc

Technology
-33.3K
- 1.54%
N/A
2.13M $267M
USO
United States Oil Fund, LP

ETFs
-50K
- 99.32%
$66.96 - $81.54 $3.35M - $4.08M
343 $23K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-248K
- 86.2%
$14.36 - $16.0 $3.57M - $3.97M
39.8K $600K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-484K
- 79.71%
$6.71 - $8.78 $3.24M - $4.25M
123K $1.02M
SMAR
Smartsheet Inc

Technology
-78.4K
- 98.93%
$42.95 - $55.46 $3.37M - $4.35M
846 $46K
ALB
Albemarle Corp

Basic Materials
-35.5K
- 65.55%
$72.85 - $100.09 $2.59M - $3.56M
18.7K $1.77M
DKL
Delek Logistics Partners, LP

Energy
-80.7K
- 99.48%
$37.98 - $44.03 $3.07M - $3.55M
425 $18K
ZI
Zoom Info Technologies Inc.

Technology
-189K
- 36.24%
$8.01 - $12.68 $1.52M - $2.4M
333K $3.44M
COIN
Coinbase Global, Inc.

Technology
-12.3K
- 83.78%
$147.09 - $265.15 $1.81M - $3.26M
2.38K $424K
DJP
Barclays Bank PLC

ETFs
-76.5K
- 97.69%
$32.3 - $32.3 $2.47M - $2.47M
1.81K $58K
DHI
Horton D R Inc

Consumer Cyclical
-20.2K
- 70.98%
$135.21 - $197.06 $2.73M - $3.98M
8.26K $1.58M
WM
Waste Management Inc

Industrials
-9.26K
- 11.76%
$196.96 - $223.45 $1.82M - $2.07M
69.5K $14.4M
OI
O I Glass, Inc.

Consumer Cyclical
-266K
- 46.02%
$10.2 - $13.42 $2.71M - $3.56M
312K $4.09M
COST
Costco Wholesale Corp

Consumer Defensive
-8.25K
- 5.95%
$801.83 - $917.05 $6.62M - $7.57M
130K $116M
ALTG
Alta Equipment Group Inc.

Industrials
-182K
- 23.22%
$5.59 - $11.07 $1.02M - $2.02M
602K $4.06M
HDB
Hdfc Bank LTD

Financial Services
-1.51K
- 0.13%
$58.04 - $66.97 $87.5K - $101K
1.17M $73.1M
SITM
Sitime Corp

Technology
-17.1K
- 99.95%
$112.1 - $176.03 $1.92M - $3.01M
8 $1K
ABNB
Airbnb, Inc.

Consumer Cyclical
-6.48K
- 12.46%
$113.01 - $154.34 $732K - $1M
45.6K $5.78M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-202K
- 19.63%
$9.07 - $10.6 $1.83M - $2.14M
828K $7.86M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4.3K
- 39.92%
$460.0 - $505.78 $1.98M - $2.18M
6.48K $3.01M
LNT
Alliant Energy Corp

Utilities
-70.2K
- 29.74%
$50.74 - $60.74 $3.56M - $4.26M
166K $10.1M
TMCI
Treace Medical Concepts, Inc.

Healthcare
-39.8K
- 2.06%
$5.01 - $8.45 $199K - $336K
1.89M $11M
AMPL
Amplitude, Inc.

Technology
-206K
- 99.84%
$7.72 - $9.05 $1.59M - $1.86M
330 $2K
DG
Dollar General Corp

Consumer Defensive
-8.2K
- 36.58%
$80.41 - $132.42 $659K - $1.09M
14.2K $1.2M
CPRT
Copart Inc

Consumer Cyclical
-4.05K
- 0.49%
$49.19 - $55.54 $199K - $225K
823K $43.1M
NVO
Novo Nordisk A S

Healthcare
-2K
- 3.35%
$119.07 - $145.42 $238K - $290K
57.6K $6.86M
BILL
Bill.Com Holdings, Inc.

Technology
-30.6K
- 42.34%
$43.97 - $56.02 $1.34M - $1.71M
41.6K $2.2M
SPOT
Spotify Technology S.A.

Communication Services
-5.16K
- 76.98%
$290.16 - $384.01 $1.5M - $1.98M
1.54K $568K
IIIV
I3 Verticals, Inc.

Technology
-67.3K
- 95.12%
$20.5 - $24.99 $1.38M - $1.68M
3.45K $73K
OSK
Oshkosh Corp

Industrials
-735
- 0.42%
$97.2 - $116.02 $71.4K - $85.3K
176K $17.6M
CVS
Cvs Health Corp

Healthcare
-30.2K
- 26.07%
$55.81 - $63.18 $1.68M - $1.91M
85.6K $5.38M
MUR
Murphy Oil Corp

Energy
-3.67K
- 2.14%
$32.79 - $42.32 $120K - $155K
168K $5.65M
BEP
Brookfield Renewable Partners L.P.

Utilities
-181K
- 16.53%
$23.3 - $28.3 $4.23M - $5.14M
916K $25.8M
DUK
Duke Energy Corp

Utilities
-48K
- 17.31%
$99.35 - $117.71 $4.77M - $5.65M
229K $26.4M
SCI
Service Corp International

Consumer Cyclical
-29.5K
- 21.93%
$69.55 - $80.63 $2.05M - $2.38M
105K $8.28M
VIG
Vanguard Dividend Appreciation

ETFs
-6.81K
- 7.92%
$182.15 - $182.15 $1.24M - $1.24M
79.2K $14.4M
WIX
Wix.Com Ltd.

Technology
-11.3K
- 14.74%
$147.93 - $171.74 $1.67M - $1.94M
65.2K $10.9M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-31.9K
- 14.06%
$50.85 - $53.88 $1.62M - $1.72M
195K $10.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
-43.3K
- 21.66%
$31.18 - $33.5 $1.35M - $1.45M
156K $5.2M
AMAT
Applied Materials Inc

Technology
-833
- 3.2%
$174.88 - $254.97 $146K - $212K
25.2K $5.09M
A
Agilent Technologies, Inc.

Healthcare
-9.04K
- 55.02%
$125.42 - $148.48 $1.13M - $1.34M
7.39K $1.1M
MKL
Markel Corp

Financial Services
-634
- 20.37%
$1494.55 - $1645.69 $948K - $1.04M
2.48K $3.89M
W
Wayfair Inc.

Consumer Cyclical
-22.2K
- 22.83%
$38.21 - $57.23 $849K - $1.27M
75.1K $4.22M
VRT
Vertiv Holdings CO

Industrials
-10.4K
- 56.51%
$86.66 - $86.66 $901K - $901K
8K $693K
NKE
Nike, Inc.

Consumer Cyclical
-40.7K
- 19.49%
$71.09 - $89.44 $2.9M - $3.64M
168K $14.9M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-5K
- 95.84%
$159.84 - $178.33 $798K - $891K
217 $38K
CNI
Canadian National Railway CO

Industrials
-4.48K
- 1.41%
$110.1 - $123.65 $493K - $553K
313K $36.6M
FTNT
Fortinet, Inc.

Technology
-15.1K
- 61.99%
$55.39 - $77.55 $838K - $1.17M
9.27K $719K
Activity Summary
Buys All Purchases 1220 New Holdings 233 Increased Positions 987 Sells All Sells 911 Reductions 907 Sold out 4 Options Calls 0 Puts 0
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