$34 Billion is the total value of CIBC Private Wealth Group, LLC's 1096 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BX | Sell | BLACKSTONE INC | $1,114,625,000 | +1.9% | 8,614,458 | -8.3% | 2.31% | -9.1% |
| HD | Sell | HOME DEPOT INC | $781,242,000 | +17.5% | 1,882,462 | -7.0% | 1.62% | +4.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $536,829,000 | -1.7% | 946,687 | -0.2% | 1.11% | -12.4% |
| NEE | Sell | NEXTERA ENERGY INC | $485,138,000 | +14.6% | 5,196,404 | -3.7% | 1.01% | +2.1% |
| ZTS | Sell | ZOETIS INCcl a | $468,399,000 | +9.5% | 1,919,431 | -12.9% | 0.97% | -2.4% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $404,107,000 | +24.9% | 1,127,595 | -0.3% | 0.84% | +11.4% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $333,693,000 | +1.0% | 15,195,435 | -0.5% | 0.69% | -10.0% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $322,764,000 | +1.8% | 1,932,835 | -0.0% | 0.67% | -9.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $292,899,000 | +0.5% | 815,147 | -2.8% | 0.61% | -10.5% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $283,361,000 | +7.3% | 1,502,290 | -0.3% | 0.59% | -4.2% |
| FISV | Sell | FISERV INC | $240,653,000 | -5.2% | 2,318,659 | -0.9% | 0.50% | -15.6% |
| SHW | Sell | SHERWIN WILLIAMS CO | $222,649,000 | +25.5% | 632,238 | -0.3% | 0.46% | +11.9% |
| MPLX | Sell | MPLX LP COMunit rep ltd | $193,624,000 | -5.9% | 6,543,582 | -9.4% | 0.40% | -16.1% |
| IDXX | Sell | IDEXX LABS INC | $176,135,000 | +5.6% | 267,495 | -0.3% | 0.36% | -5.9% |
| EPAM | Sell | EPAM SYS INC | $175,968,000 | +8.6% | 263,247 | -7.3% | 0.36% | -3.2% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $140,785,000 | -28.0% | 745,450 | -35.6% | 0.29% | -35.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $128,899,000 | -49.9% | 2,561,074 | -44.3% | 0.27% | -55.4% |
| TGT | Sell | TARGET CORP | $128,405,000 | +0.6% | 554,812 | -0.5% | 0.27% | -10.4% |
| MIDD | Sell | MIDDLEBY CORP | $122,874,000 | +13.1% | 624,487 | -2.0% | 0.26% | +0.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $117,065,000 | -4.6% | 391,520 | -12.9% | 0.24% | -14.7% |
| CSGP | Sell | COSTAR GROUP INC | $112,697,000 | -9.5% | 1,426,005 | -1.4% | 0.23% | -19.3% |
| BRO | Sell | BROWN & BROWN INC | $112,029,000 | +26.7% | 1,594,058 | -0.0% | 0.23% | +12.6% |
| URI | Sell | UNITED RENTALS INC | $105,026,000 | -5.3% | 316,068 | -0.0% | 0.22% | -15.5% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP COMunit rp lp | $94,141,000 | -2.2% | 2,027,159 | -4.1% | 0.20% | -12.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $92,493,000 | -41.5% | 490,472 | -19.2% | 0.19% | -47.8% |
| NEP | Sell | NEXTERA ENERGY PARTNERS LP COMunit part in | $79,713,000 | -14.1% | 944,468 | -23.3% | 0.16% | -23.6% |
| FAST | Sell | FASTENAL CO | $74,911,000 | +14.4% | 1,169,397 | -7.8% | 0.16% | +2.0% |
| ICLR | Sell | ICON PLC | $73,439,000 | +6.2% | 237,131 | -10.2% | 0.15% | -5.6% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $71,511,000 | +16.8% | 183,825 | -0.8% | 0.15% | +4.2% |
| WMB | Sell | WILLIAMS COS INC | $70,277,000 | -0.9% | 2,698,813 | -1.3% | 0.15% | -11.5% |
| TECH | Sell | BIO-TECHNE CORP | $67,064,000 | +0.6% | 129,633 | -5.8% | 0.14% | -10.3% |
| AMGN | Sell | AMGEN INC | $64,133,000 | +4.3% | 285,072 | -1.4% | 0.13% | -7.0% |
| AZO | Sell | AUTOZONE INC | $61,207,000 | +22.9% | 29,197 | -0.5% | 0.13% | +9.5% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $60,766,000 | +0.8% | 123,175 | -1.0% | 0.13% | -10.0% |
| TYL | Sell | TYLER TECHNOLOGIES INC | $56,190,000 | +16.7% | 104,451 | -0.5% | 0.12% | +4.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $48,984,000 | -4.4% | 299,411 | -2.1% | 0.10% | -14.3% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $48,297,000 | -41.4% | 742,242 | -34.2% | 0.10% | -47.9% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $43,549,000 | +6.1% | 361,966 | -1.5% | 0.09% | -5.3% |
| ETRN | Sell | EQUITRANS MIDSTREAM CORP | $41,280,000 | +0.5% | 3,992,200 | -1.4% | 0.09% | -10.4% |
| MSCI | Sell | MSCI INC | $40,567,000 | +0.6% | 66,210 | -0.1% | 0.08% | -10.6% |
| AVTR | Sell | AVANTOR INC | $39,919,000 | -6.5% | 947,286 | -9.2% | 0.08% | -16.2% |
| ANSS | Sell | ANSYS INC | $39,792,000 | +17.7% | 99,202 | -0.1% | 0.08% | +5.1% |
| AON | Sell | AON PLC | $39,159,000 | +2.0% | 130,287 | -3.0% | 0.08% | -9.0% |
| TRU | Sell | TRANSUNION | $35,667,000 | +5.1% | 300,786 | -0.4% | 0.07% | -6.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $34,273,000 | -55.5% | 288,532 | -44.5% | 0.07% | -60.3% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $32,356,000 | -32.4% | 363,678 | -38.4% | 0.07% | -39.6% |
| EEFT | Sell | EURONET WORLDWIDE INC | $30,724,000 | -32.0% | 257,818 | -27.4% | 0.06% | -39.0% |
| TRP | Sell | TC ENERGY CORP | $30,354,000 | -31.2% | 652,232 | -28.9% | 0.06% | -38.8% |
| TWLO | Sell | TWILIO INCcl a | $27,888,000 | -18.0% | 105,898 | -0.7% | 0.06% | -26.6% |
| AME | Sell | AMETEK INC | $27,935,000 | +18.0% | 189,983 | -0.4% | 0.06% | +5.5% |
| GPN | Sell | GLOBAL PMTS INC | $27,066,000 | -19.8% | 200,222 | -6.5% | 0.06% | -28.2% |
| VNOM | Sell | VIPER ENERGY PARTNERS LP | $27,121,000 | -6.3% | 1,272,706 | -3.9% | 0.06% | -16.4% |
| CI | Sell | CIGNA CORP NEW | $25,154,000 | -79.8% | 109,543 | -82.4% | 0.05% | -82.1% |
| FTCH | Sell | FARFETCH LTDord sh cl a | $23,947,000 | -19.7% | 716,337 | -10.0% | 0.05% | -27.5% |
| MNRL | Sell | BRIGHAM MINERALS INC CL A | $22,908,000 | +6.2% | 1,086,180 | -3.5% | 0.05% | -4.0% |
| RJF | Sell | RAYMOND JAMES FINL INC | $23,279,000 | +3.2% | 231,850 | -5.1% | 0.05% | -7.7% |
| FDX | Sell | FEDEX CORP | $21,080,000 | +16.2% | 81,503 | -1.5% | 0.04% | +4.8% |
| ALNY | Sell | ALNYLAM PHARMACEUTICALS INC | $20,052,000 | -10.9% | 118,252 | -0.7% | 0.04% | -19.2% |
| EHC | Sell | ENCOMPASS HEALTH CORP | $19,748,000 | -14.2% | 302,601 | -1.3% | 0.04% | -24.1% |
| TDG | Sell | TRANSDIGM GROUP INC | $20,002,000 | -7.5% | 31,438 | -9.2% | 0.04% | -18.0% |
| DT | Sell | DYNATRACE INC | $19,419,000 | -15.5% | 321,761 | -0.6% | 0.04% | -24.5% |
| MCO | Sell | MOODYS CORP | $19,119,000 | +5.9% | 48,952 | -3.7% | 0.04% | -4.8% |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $19,047,000 | -19.7% | 85,093 | -6.3% | 0.04% | -27.3% |
| BDX | Sell | BECTON DICKINSON & CO | $18,788,000 | -73.7% | 74,708 | -74.3% | 0.04% | -76.5% |
| RTLR | Sell | RATTLER MIDSTREAM LP COMunits | $18,429,000 | -3.7% | 1,619,410 | -0.6% | 0.04% | -15.6% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $18,544,000 | +5.4% | 151,525 | -2.4% | 0.04% | -7.3% |
| TFX | Sell | TELEFLEX INCORPORATED | $18,181,000 | -76.7% | 55,348 | -73.3% | 0.04% | -79.0% |
| ESS | Sell | ESSEX PPTY TR INC | $18,224,000 | +8.5% | 51,740 | -1.5% | 0.04% | -2.6% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $16,683,000 | -5.7% | 100,460 | -9.0% | 0.04% | -14.6% |
| CMS | Sell | CMS ENERGY CORP | $15,266,000 | -5.7% | 234,673 | -13.4% | 0.03% | -15.8% |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $15,087,000 | -3.1% | 118,420 | -1.0% | 0.03% | -13.9% |
| PLAN | Sell | ANAPLAN INC | $14,468,000 | -31.4% | 315,534 | -8.9% | 0.03% | -38.8% |
| LTHM | Sell | LIVENT CORP | $14,578,000 | -56.6% | 597,950 | -58.9% | 0.03% | -61.5% |
| SNOW | Sell | SNOWFLAKE INCcl a | $14,148,000 | -46.2% | 41,766 | -52.0% | 0.03% | -52.5% |
| DISCK | Sell | DISCOVERY INC | $13,684,000 | -28.2% | 597,571 | -24.0% | 0.03% | -36.4% |
| MTCH | Sell | MATCH GROUP INC NEW | $13,556,000 | -31.9% | 102,502 | -19.1% | 0.03% | -39.1% |
| CNP | Sell | CENTERPOINT ENERGY INC | $12,831,000 | -6.8% | 459,731 | -17.9% | 0.03% | -15.6% |
| MMM | Sell | 3M CO | $12,954,000 | -0.3% | 72,919 | -1.5% | 0.03% | -10.0% |
| NOW | Sell | SERVICENOW INC | $12,672,000 | +3.0% | 19,521 | -1.3% | 0.03% | -10.3% |
| IYW | Sell | ISHARES TRu.s. tech etf | $11,758,000 | +12.7% | 102,397 | -0.6% | 0.02% | 0.0% |
| GDS | Sell | GDS HLDGS LTDsponsored ads | $11,493,000 | -44.7% | 243,681 | -33.6% | 0.02% | -50.0% |
| QRTEA | Sell | QURATE RETAIL INC | $11,209,000 | -39.4% | 1,474,899 | -18.7% | 0.02% | -46.5% |
| ES | Sell | EVERSOURCE ENERGY | $10,614,000 | -46.4% | 116,660 | -51.9% | 0.02% | -52.2% |
| USFD | Sell | US FOODS HLDG CORP | $9,907,000 | -7.8% | 284,468 | -8.3% | 0.02% | -16.0% |
| ABNB | Sell | AIRBNB INC COMcl a | $9,523,000 | -1.7% | 57,201 | -1.0% | 0.02% | -13.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TR | $9,566,000 | +6.2% | 18,479 | -1.3% | 0.02% | -4.8% |
| PNR | Sell | PENTAIR PLC | $9,700,000 | +0.3% | 132,822 | -0.3% | 0.02% | -13.0% |
| CAT | Sell | CATERPILLAR INC | $8,946,000 | -2.0% | 43,275 | -9.0% | 0.02% | -9.5% |
| LYV | Sell | LIVE NATION ENTERTAINMENT IN | $8,058,000 | +27.2% | 67,322 | -3.1% | 0.02% | +13.3% |
| MELI | Sell | MERCADOLIBRE INC | $8,421,000 | -21.5% | 6,245 | -2.2% | 0.02% | -32.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $8,403,000 | +4.4% | 154,920 | -0.4% | 0.02% | -10.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $8,117,000 | -32.9% | 22,839 | -34.8% | 0.02% | -39.3% |
| SLQT | Sell | SELECTQUOTE INC | $7,582,000 | -56.8% | 836,910 | -38.3% | 0.02% | -61.0% |
| CHWY | Sell | CHEWY INCcl a | $7,626,000 | -18.1% | 129,323 | -5.4% | 0.02% | -27.3% |
| HWM | Sell | HOWMET AEROSPACE INC | $7,562,000 | -3.2% | 237,578 | -5.1% | 0.02% | -11.1% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $7,951,000 | +15.4% | 11,258 | -0.1% | 0.02% | 0.0% |
| DM | Sell | DESKTOP METAL INC COMcl a | $7,136,000 | -31.0% | 1,441,657 | -0.1% | 0.02% | -37.5% |
| VFC | Sell | V F CORP | $6,723,000 | +2.0% | 91,821 | -6.7% | 0.01% | -6.7% |
| CONE | Sell | CYRUSONE INC | $6,212,000 | -90.8% | 69,235 | -92.1% | 0.01% | -91.7% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $6,222,000 | -69.0% | 33,831 | -56.0% | 0.01% | -72.3% |
| ILMN | Sell | ILLUMINA INC | $6,255,000 | -11.4% | 16,440 | -5.6% | 0.01% | -18.8% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $5,547,000 | -1.6% | 21,788 | -8.6% | 0.01% | -7.7% |
| ALL | Sell | ALLSTATE CORP | $5,917,000 | -14.9% | 50,297 | -7.9% | 0.01% | -25.0% |
| HQY | Sell | HEALTHEQUITY INC | $5,885,000 | -32.8% | 133,030 | -1.6% | 0.01% | -40.0% |
| AHH | Sell | ARMADA HOFFLER PPTYS INC | $5,604,000 | -5.4% | 368,214 | -16.9% | 0.01% | -14.3% |
| KMI | Sell | KINDER MORGAN INC DEL | $5,087,000 | -71.5% | 320,705 | -69.9% | 0.01% | -73.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $5,096,000 | +4.9% | 97,696 | -5.4% | 0.01% | 0.0% |
| XOP | Sell | SPDR SER TR | $5,111,000 | -1.4% | 53,306 | -0.5% | 0.01% | -8.3% |
| AVY | Sell | AVERY DENNISON CORP | $5,098,000 | +3.6% | 23,541 | -0.9% | 0.01% | 0.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $5,017,000 | +18.9% | 61,694 | -0.5% | 0.01% | 0.0% |
| GILD | Sell | GILEAD SCIENCES INC | $4,942,000 | +3.3% | 68,037 | -0.7% | 0.01% | -9.1% |
| MKTX | Sell | MARKETAXESS HLDGS INC | $4,660,000 | -7.6% | 11,330 | -5.5% | 0.01% | -16.7% |
| COF | Sell | CAPITAL ONE FINL CORP | $4,105,000 | -13.0% | 28,296 | -2.8% | 0.01% | -18.2% |
| BLFS | Sell | BIOLIFE SOLUTIONS INC | $4,479,000 | -17.8% | 120,177 | -6.6% | 0.01% | -30.8% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $4,545,000 | +7.2% | 14,465 | -4.0% | 0.01% | -10.0% |
| ULTA | Sell | ULTA BEAUTY INC | $3,968,000 | +11.5% | 9,623 | -2.4% | 0.01% | 0.0% |
| NEOG | Sell | NEOGEN CORP | $3,569,000 | +3.2% | 78,580 | -1.3% | 0.01% | -12.5% |
| EVGO | Sell | EVGO INC CL A | $3,588,000 | -2.2% | 361,005 | -19.8% | 0.01% | -22.2% |
| WEC | Sell | WEC ENERGY GROUP INC | $3,507,000 | +9.5% | 36,124 | -0.5% | 0.01% | 0.0% |
| Sell | RICE ACQUISITION CORP II | $3,500,000 | -16.9% | 350,000 | -17.6% | 0.01% | -30.0% | |
| PSXP | Sell | PHILLIPS 66 PARTNERS LP COMunit rep int | $2,935,000 | -68.5% | 81,368 | -68.7% | 0.01% | -72.7% |
| LULU | Sell | LULULEMON ATHLETICA INC | $3,052,000 | -13.2% | 7,796 | -10.3% | 0.01% | -25.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $2,785,000 | +16.8% | 13,781 | -0.3% | 0.01% | 0.0% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $3,008,000 | +5.3% | 42,022 | -6.0% | 0.01% | -14.3% |
| SHOP | Sell | SHOPIFY INCcl a | $3,025,000 | -0.9% | 2,196 | -2.4% | 0.01% | -14.3% |
| SEIC | Sell | SEI INVTS CO | $3,104,000 | +1.9% | 50,943 | -0.8% | 0.01% | -14.3% |
| GLW | Sell | CORNING INC | $3,025,000 | +1.4% | 81,276 | -0.6% | 0.01% | -14.3% |
| ZS | Sell | ZSCALER INC | $2,901,000 | +16.6% | 9,029 | -4.9% | 0.01% | 0.0% |
| CNO | Sell | CNO FINL GROUP INC | $3,013,000 | -8.0% | 126,360 | -9.1% | 0.01% | -25.0% |
| PODD | Sell | INSULET CORP | $2,302,000 | -7.3% | 8,650 | -1.0% | 0.01% | -16.7% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $2,534,000 | +2.1% | 67,654 | -0.0% | 0.01% | -16.7% |
| DOW | Sell | DOW INC | $2,468,000 | -23.3% | 43,517 | -22.1% | 0.01% | -28.6% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $2,207,000 | +5.4% | 14,650 | -6.4% | 0.01% | 0.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $2,462,000 | +13.6% | 30,472 | -4.4% | 0.01% | 0.0% |
| GBDC | Sell | GOLUB CAP BDC INC | $2,173,000 | -2.9% | 140,683 | -0.7% | 0.01% | 0.0% |
| FTV | Sell | FORTIVE CORP | $2,292,000 | -2.7% | 30,031 | -10.1% | 0.01% | 0.0% |
| INVH | Sell | INVITATION HOMES INC | $2,571,000 | +5.5% | 56,721 | -10.8% | 0.01% | -16.7% |
| BK | Sell | BANK NEW YORK MELLON CORP | $2,322,000 | +9.5% | 39,986 | -2.2% | 0.01% | 0.0% |
| EPZM | Sell | EPIZYME INC | $2,205,000 | -74.9% | 882,000 | -48.6% | 0.01% | -75.0% |
| PCTY | Sell | PAYLOCITY HLDG CORP | $2,589,000 | -18.4% | 10,962 | -3.1% | 0.01% | -28.6% |
| KMX | Sell | CARMAX INC | $2,401,000 | -8.2% | 18,437 | -9.8% | 0.01% | -16.7% |
| AOS | Sell | SMITH A O CORP | $2,349,000 | +38.5% | 27,356 | -1.5% | 0.01% | +25.0% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $2,077,000 | +6.2% | 10,058 | -0.8% | 0.00% | -20.0% |
| EBAY | Sell | EBAY INC. | $1,799,000 | -7.1% | 27,046 | -2.8% | 0.00% | -20.0% |
| AYI | Sell | ACUITY BRANDS INC | $2,141,000 | +17.3% | 10,115 | -3.9% | 0.00% | 0.0% |
| LEG | Sell | LEGGETT & PLATT INC | $1,889,000 | -30.6% | 45,903 | -24.3% | 0.00% | -33.3% |
| LGND | Sell | LIGAND PHARMACEUTICALS INC | $1,862,000 | +9.8% | 12,058 | -1.0% | 0.00% | 0.0% |
| SPLK | Sell | SPLUNK INC | $2,138,000 | -88.1% | 18,478 | -85.2% | 0.00% | -90.5% |
| WPM | Sell | WHEATON PRECIOUS METALS CORP | $1,724,000 | +7.5% | 40,165 | -5.8% | 0.00% | 0.0% |
| KBE | Sell | SPDR SER TR | $1,971,000 | -15.1% | 36,120 | -17.7% | 0.00% | -20.0% |
| NEO | Sell | NEOGENOMICS INC | $1,208,000 | -31.9% | 35,415 | -3.7% | 0.00% | -25.0% |
| NTAP | Sell | NETAPP INC | $1,531,000 | -13.2% | 16,636 | -15.3% | 0.00% | -25.0% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $1,337,000 | -73.3% | 73,465 | -64.7% | 0.00% | -75.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD T | $1,328,000 | +8.4% | 8,159 | -0.2% | 0.00% | 0.0% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $1,675,000 | -11.6% | 13,307 | -2.1% | 0.00% | -25.0% |
| BIDU | Sell | BAIDU INCspon adr rep a | $1,294,000 | -4.9% | 8,697 | -1.7% | 0.00% | 0.0% |
| DVN | Sell | DEVON ENERGY CORP NEW | $1,297,000 | -70.0% | 29,440 | -75.8% | 0.00% | -70.0% |
| SWAV | Sell | SHOCKWAVE MED INC | $1,581,000 | -56.1% | 8,864 | -49.3% | 0.00% | -62.5% |
| SRCL | Sell | STERICYCLE INC | $1,441,000 | -15.6% | 24,167 | -3.8% | 0.00% | -25.0% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $1,647,000 | -13.0% | 37,976 | -10.6% | 0.00% | -25.0% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $1,274,000 | -3.9% | 29,977 | -1.9% | 0.00% | 0.0% |
| BP | Sell | BP PLCsponsored adr | $1,597,000 | -24.3% | 59,962 | -22.3% | 0.00% | -40.0% |
| MANH | Sell | MANHATTAN ASSOCIATES INC | $1,487,000 | +0.7% | 9,562 | -0.9% | 0.00% | 0.0% |
| XTN | Sell | SPDR SER TR | $1,457,000 | -15.8% | 15,441 | -22.8% | 0.00% | -25.0% |
| QSR | Sell | RESTAURANT BRANDS INTL INC | $1,261,000 | -2.0% | 20,786 | -1.2% | 0.00% | 0.0% |
| LPLA | Sell | LPL FINL HLDGS INC | $1,343,000 | -0.3% | 8,387 | -2.4% | 0.00% | 0.0% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,454,000 | +0.8% | 13,538 | -4.5% | 0.00% | 0.0% |
| TOL | Sell | TOLL BROTHERS INC | $1,383,000 | +17.2% | 19,101 | -10.5% | 0.00% | 0.0% |
| LSXMK | Sell | LIBERTY MEDIA CORP DEL | $1,441,000 | -1.4% | 28,329 | -7.9% | 0.00% | 0.0% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,430,000 | +4.1% | 18,210 | -6.6% | 0.00% | 0.0% |
| SLV | Sell | ISHARES SILVER TR | $1,231,000 | -14.9% | 57,189 | -18.9% | 0.00% | 0.0% |
| KR | Sell | KROGER CO | $1,413,000 | +8.6% | 31,201 | -3.1% | 0.00% | 0.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $1,396,000 | +11.8% | 18,106 | -0.2% | 0.00% | 0.0% |
| HGV | Sell | HILTON GRAND VACATIONS INC | $1,357,000 | -2.6% | 26,035 | -11.1% | 0.00% | 0.0% |
| FITB | Sell | FIFTH THIRD BANCORP | $1,026,000 | -3.9% | 23,577 | -6.4% | 0.00% | 0.0% |
| FELE | Sell | FRANKLIN ELEC INC | $954,000 | +17.8% | 10,090 | -0.5% | 0.00% | 0.0% |
| BEN | Sell | FRANKLIN RESOURCES INC | $826,000 | +9.1% | 24,676 | -3.1% | 0.00% | 0.0% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $725,000 | +2.0% | 7,505 | -2.2% | 0.00% | 0.0% |
| FWONK | Sell | LIBERTY MEDIA CORP DEL | $1,021,000 | -17.0% | 16,150 | -32.5% | 0.00% | -33.3% |
| LYFT | Sell | LYFT INC CL A | $940,000 | -22.1% | 22,000 | -2.3% | 0.00% | -33.3% |
| CTXS | Sell | CITRIX SYS INC | $997,000 | -19.4% | 10,544 | -8.5% | 0.00% | -33.3% |
| TKR | Sell | TIMKEN CO | $1,018,000 | -9.3% | 14,689 | -14.4% | 0.00% | -33.3% |
| TECK | Sell | TECK RESOURCES LTDcl b | $1,006,000 | -13.6% | 34,928 | -25.3% | 0.00% | -33.3% |
| STAA | Sell | STAAR SURGICAL CO | $1,173,000 | -32.7% | 12,850 | -5.2% | 0.00% | -50.0% |
| CPNG | Sell | COUPANG INCcl a | $1,156,000 | -93.5% | 39,334 | -93.9% | 0.00% | -95.2% |
| HSBC | Sell | HSBC HLDGS PLCspon adr new | $923,000 | +14.8% | 30,611 | -0.5% | 0.00% | 0.0% |
| SOFI | Sell | SOFI TECHNOLOGIES INC | $1,175,000 | -23.6% | 74,264 | -23.3% | 0.00% | -50.0% |
| DTE | Sell | DTE ENERGY CO | $878,000 | -86.7% | 7,342 | -87.6% | 0.00% | -86.7% |
| SSD | Sell | SIMPSON MFG INC | $900,000 | +27.3% | 6,471 | -2.1% | 0.00% | 0.0% |
| DSGX | Sell | DESCARTES SYS GROUP INC | $945,000 | -4.0% | 11,435 | -5.6% | 0.00% | 0.0% |
| ABMD | Sell | ABIOMED INC | $755,000 | +7.5% | 2,101 | -2.6% | 0.00% | 0.0% |
| GGG | Sell | GRACO INC | $1,024,000 | +14.5% | 12,696 | -0.6% | 0.00% | 0.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $977,000 | +7.1% | 9,231 | -0.9% | 0.00% | 0.0% |
| ACI | Sell | ALBERTSONS COS INC | $1,077,000 | -13.0% | 35,675 | -10.3% | 0.00% | -33.3% |
| ESI | Sell | ELEMENT SOLUTIONS INC | $865,000 | +11.3% | 35,610 | -0.6% | 0.00% | 0.0% |
| CWST | Sell | CASELLA WASTE SYS INCcl a | $1,169,000 | +3.5% | 13,687 | -7.9% | 0.00% | -33.3% |
| HASI | Sell | HANNON ARMSTRONG SUST INFR C | $1,063,000 | -9.1% | 20,019 | -8.6% | 0.00% | -33.3% |
| BKR | Sell | BAKER HUGHES COMPANYcl a | $816,000 | -12.6% | 33,940 | -10.1% | 0.00% | 0.0% |
| PAGP | Sell | PLAINS GP HLDGS L P LTDpartnr int a | $808,000 | -6.8% | 79,659 | -0.9% | 0.00% | 0.0% |
| ASGN | Sell | ASGN INC | $275,000 | +2.2% | 2,229 | -6.1% | 0.00% | 0.0% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $246,000 | -21.9% | 3,690 | -9.3% | 0.00% | 0.0% |
| ADPT | Sell | ADAPTIVE BIOTECHNOLOGIES COR | $306,000 | -23.7% | 10,905 | -7.6% | 0.00% | 0.0% |
| AFRM | Sell | AFFIRM HLDGS INC COMcl a | $436,000 | -98.4% | 4,333 | -98.1% | 0.00% | -98.5% |
| ADS | Sell | ALLIANCE DATA SYSTEMS CORP | $605,000 | -36.8% | 9,083 | -4.2% | 0.00% | -50.0% |
| ACC | Sell | AMERICAN CAMPUS CMNTYS INC | $290,000 | +5.1% | 5,067 | -11.0% | 0.00% | 0.0% |
| COLD | Sell | AMERICOLD RLTY TR | $701,000 | -54.7% | 21,373 | -59.9% | 0.00% | -75.0% |
| BCE | Sell | BCE INC | $317,000 | +1.6% | 6,101 | -2.0% | 0.00% | 0.0% |
| BURL | Sell | BURLINGTON STORES INC | $343,000 | +1.8% | 1,178 | -0.8% | 0.00% | 0.0% |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $688,000 | -0.3% | 31,592 | -9.2% | 0.00% | -50.0% |
| CLX | Sell | CLOROX CO DEL | $616,000 | -78.2% | 3,536 | -79.3% | 0.00% | -85.7% |
| COIN | Sell | COINBASE GLOBAL INC COMcl a | $382,000 | +3.8% | 1,512 | -6.6% | 0.00% | 0.0% |
| CAG | Sell | CONAGRA BRANDS INC | $422,000 | -1.4% | 12,364 | -2.0% | 0.00% | 0.0% |
| ROAD | Sell | CONSTRUCTION PARTNERS INC COMcl a | $556,000 | -16.9% | 18,910 | -5.6% | 0.00% | -50.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $665,000 | -73.9% | 3,250 | -68.6% | 0.00% | -83.3% |
| DKS | Sell | DICKS SPORTING GOODS INC | $374,000 | -88.9% | 3,249 | -88.4% | 0.00% | -87.5% |
| EXAS | Sell | EXACT SCIENCES CORP | $527,000 | -97.8% | 6,765 | -97.3% | 0.00% | -98.2% |
| FE | Sell | FIRSTENERGY CORP | $253,000 | -5.6% | 6,073 | -19.2% | 0.00% | 0.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $531,000 | +5.8% | 2,549 | -0.5% | 0.00% | 0.0% |
| LOPE | Sell | GRAND CANYON ED INC | $644,000 | -2.9% | 7,508 | -0.5% | 0.00% | -50.0% |
| HOLX | Sell | HOLOGIC INC | $283,000 | -13.5% | 3,693 | -16.5% | 0.00% | 0.0% |
| IRTC | Sell | IRHYTHM TECHNOLOGIES INC | $608,000 | +63.9% | 5,165 | -18.5% | 0.00% | 0.0% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $326,000 | -5.5% | 3,044 | -13.3% | 0.00% | 0.0% |
| ITA | Sell | ISHARES TRus aer def etf | $492,000 | -19.6% | 4,785 | -18.5% | 0.00% | 0.0% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $418,000 | -0.5% | 11,831 | -3.2% | 0.00% | 0.0% |
| KIQ | Sell | KELSO TECHNOLOGIES INC | $457,000 | -37.0% | 1,027,319 | -10.8% | 0.00% | -50.0% |
| MIC | Sell | MACQUARIE INFRASTR HOLD LLC COMMONunits | $254,000 | -91.0% | 69,520 | -0.2% | 0.00% | -85.7% |
| MKC | Sell | MCCORMICK & CO INC | $298,000 | -21.6% | 3,080 | -34.3% | 0.00% | 0.0% |
| MCK | Sell | MCKESSON CORP | $259,000 | -91.6% | 1,042 | -93.3% | 0.00% | -85.7% |
| MRNA | Sell | MODERNA INC | $573,000 | -54.8% | 2,255 | -31.6% | 0.00% | -66.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $254,000 | +6.7% | 657 | -0.6% | 0.00% | 0.0% |
| NUAN | Sell | NUANCE COMMUNICATIONS INC | $608,000 | -11.6% | 11,001 | -12.0% | 0.00% | -50.0% |
| OGN | Sell | ORGANON & CO | $399,000 | -24.0% | 13,101 | -18.2% | 0.00% | 0.0% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $266,000 | -28.7% | 2,711 | -35.6% | 0.00% | 0.0% |
| REZI | Sell | RESIDEO TECHNOLOGIES INC | $668,000 | +5.0% | 25,664 | -0.0% | 0.00% | 0.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $368,000 | -4.7% | 4,578 | -9.2% | 0.00% | 0.0% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $265,000 | -28.4% | 41,721 | -31.3% | 0.00% | 0.0% |
| LUV | Sell | SOUTHWEST AIRLS CO | $566,000 | -46.6% | 13,210 | -35.9% | 0.00% | -50.0% |
| SNV | Sell | SYNOVUS FINL CORP | $518,000 | -0.8% | 10,807 | -9.0% | 0.00% | 0.0% |
| OLED | Sell | UNIVERSAL DISPLAY CORP | $246,000 | -5.4% | 1,490 | -1.9% | 0.00% | 0.0% |
| GDX | Sell | VANECK ETF TRUST | $641,000 | -41.2% | 20,015 | -45.9% | 0.00% | -66.7% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $639,000 | -1.4% | 4,772 | -1.6% | 0.00% | -50.0% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $393,000 | +8.0% | 1,934 | -0.3% | 0.00% | 0.0% |
| VTRS | Sell | VIATRIS INC | $314,000 | -74.6% | 23,160 | -74.5% | 0.00% | -66.7% |
| VMEO | Sell | VIMEO INC | $275,000 | -38.9% | 15,309 | -0.1% | 0.00% | 0.0% |
| VCRA | Sell | VOCERA COMMUNICATIONS INC | $706,000 | +17.1% | 10,882 | -17.4% | 0.00% | 0.0% |
| EPI | Sell | WISDOMTREE TRindia erngs fd | $382,000 | -2.8% | 10,485 | -0.5% | 0.00% | 0.0% |
| GLDM | Sell | WORLD GOLD TR | $713,000 | -32.9% | 39,196 | -35.6% | 0.00% | -50.0% |
| IVZ | Sell | INVESCO LTD | $473,000 | -47.8% | 20,575 | -45.2% | 0.00% | -50.0% |
| MGTX | Sell | MEIRAGTX HLDGS PLC | $356,000 | +9.9% | 15,000 | -39.0% | 0.00% | 0.0% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $425,000 | -33.9% | 5,609 | -2.4% | 0.00% | 0.0% |
| U | Sell | UNITY SOFTWARE INC | $212,000 | -77.6% | 1,486 | -80.2% | 0.00% | -100.0% |
| VFF | Exit | VILLAGE FARMS INTL INC | $0 | – | -25,000 | -100.0% | 0.00% | – |
| AXDX | Sell | ACCELERATE DIAGNOSTICS INC | $154,000 | -11.5% | 29,584 | -0.7% | 0.00% | – |
| ARKW | Exit | ARK ETF TR INNOVATION ETF | $0 | – | -1,469 | -100.0% | 0.00% | – |
| CTRM | Exit | CASTOR MARITIME INC | $0 | – | -10,000 | -100.0% | 0.00% | – |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $197,000 | -3.9% | 13,178 | -0.6% | 0.00% | – |
| ROIC | Exit | RETAIL OPPORTUNITY INVTS COR | $0 | – | -12,309 | -100.0% | 0.00% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -1,596 | -100.0% | 0.00% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -5,123 | -100.0% | 0.00% | – |
| SDACW | Exit | SUSTAINABLE DEVELP ACQU I CO*w exp 02/04/202 | $0 | – | -300,000 | -100.0% | 0.00% | – |
| LVS | Sell | LAS VEGAS SANDS CORP | $223,000 | -98.5% | 5,922 | -98.6% | 0.00% | -100.0% |
| BE | Exit | BLOOM ENERGY CORP COMcl a | $0 | – | -11,098 | -100.0% | 0.00% | – |
| FANG | Sell | DIAMONDBACK ENERGY INC | $213,000 | -91.2% | 1,972 | -92.3% | 0.00% | -100.0% |
| BOWX | Exit | BOWX ACQUISITION CORPcl a | $0 | – | -38,057 | -100.0% | -0.00% | – |
| VERX | Exit | VERTEX INCcl a | $0 | – | -14,220 | -100.0% | -0.00% | – |
| RIV | Exit | RIVERNORTH OPPORTUNITIES FD | $0 | – | -12,950 | -100.0% | -0.00% | – |
| RDFN | Exit | REDFIN CORP | $0 | – | -12,174 | -100.0% | -0.00% | – |
| Exit | HILLMAN SOLUTIONS CORP | $0 | – | -28,670 | -100.0% | -0.00% | – | |
| GATX | Exit | GATX CORP | $0 | – | -2,600 | -100.0% | -0.00% | – |
| CSII | Exit | CARDIOVASCULAR SYS INC DEL | $0 | – | -7,000 | -100.0% | -0.00% | – |
| IYY | Exit | ISHARES TRdow jones us etf | $0 | – | -2,530 | -100.0% | -0.00% | – |
| BHC | Exit | BAUSCH HEALTH COS INC | $0 | – | -17,641 | -100.0% | -0.00% | – |
| APA | Exit | APA CORPORATION | $0 | – | -18,122 | -100.0% | -0.00% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB | $0 | – | -16,306 | -100.0% | -0.00% | – |
| YETI | Exit | YETI HLDGS INC | $0 | – | -3,950 | -100.0% | -0.00% | – |
| XPO | Exit | XPO LOGISTICS INC | $0 | – | -5,827 | -100.0% | -0.00% | – |
| VEEV | Exit | VEEVA SYS INC CL A | $0 | – | -749 | -100.0% | -0.00% | – |
| GPRO | Exit | GOPRO INCcl a | $0 | – | -63,456 | -100.0% | -0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -15,184 | -100.0% | -0.00% | – |
| PCI | Exit | PIMCO DYNAMIC CR INCOME FD COM | $0 | – | -22,670 | -100.0% | -0.00% | – |
| CTR | Exit | CLEARBRIDGE MLP AND MIDSTRM | $0 | – | -9,000 | -100.0% | -0.00% | – |
| BAR | Exit | GRANITESHARES GOLD TR | $0 | – | -18,300 | -100.0% | -0.00% | – |
| PLOW | Exit | DOUGLAS DYNAMICS INC | $0 | – | -10,662 | -100.0% | -0.00% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -14,047 | -100.0% | -0.00% | – |
| EXEL | Exit | EXELIXIS INC | $0 | – | -12,549 | -100.0% | -0.00% | – |
| PENN | Exit | PENN NATL GAMING INC | $0 | – | -3,934 | -100.0% | -0.00% | – |
| MODN | Exit | MODEL N INC | $0 | – | -18,415 | -100.0% | -0.00% | – |
| ISOS | Exit | ISOS ACQUISITION CORPORATION SHAREScl a | $0 | – | -36,000 | -100.0% | -0.00% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -10,087 | -100.0% | -0.00% | – |
| GMED | Exit | GLOBUS MED INCcl a | $0 | – | -3,308 | -100.0% | -0.00% | – |
| MRCY | Exit | MERCURY SYS INC | $0 | – | -18,669 | -100.0% | -0.00% | – |
| ONB | Exit | OLD NATL BANCORP IND | $0 | – | -39,151 | -100.0% | -0.00% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -9,707 | -100.0% | -0.00% | – |
| SLF | Exit | SUN LIFE FINANCIAL INC. | $0 | – | -13,684 | -100.0% | -0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -10,474 | -100.0% | -0.00% | – |
| K | Exit | KELLOGG CO | $0 | – | -15,887 | -100.0% | -0.00% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -12,087 | -100.0% | -0.00% | – |
| MSM | Exit | MSC INDL DIRECT INCcl a | $0 | – | -10,609 | -100.0% | -0.00% | – |
| FC | Exit | FRANKLIN COVEY CO | $0 | – | -18,128 | -100.0% | -0.00% | – |
| CLR | Exit | CONTINENTAL RES INC | $0 | – | -24,482 | -100.0% | -0.00% | – |
| HYGH | Exit | ISHARES U S ETF TR IT RT HDG HGYLit rt hdg hgyl | $0 | – | -13,435 | -100.0% | -0.00% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -13,567 | -100.0% | -0.00% | – |
| CREE | Exit | CREE INC | $0 | – | -14,001 | -100.0% | -0.00% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -24,031 | -100.0% | -0.00% | – |
| SYNH | Exit | SYNEOS HEALTH INCcl a | $0 | – | -18,769 | -100.0% | -0.00% | – |
| PBFX | Exit | PBF LOGISTICS LPunit ltd ptnr | $0 | – | -119,748 | -100.0% | -0.00% | – |
| XPDI | Exit | POWER & DIGITAL INFRA ACQ CO COMcl a | $0 | – | -250,000 | -100.0% | -0.01% | – |
| HYLN | Exit | HYLIION HOLDINGS CORP | $0 | – | -371,250 | -100.0% | -0.01% | – |
| SUNL | Exit | SUNLIGHT FINANCIAL HOLDINGS | $0 | – | -600,000 | -100.0% | -0.01% | – |
| Exit | VOLTA INC COMcl a | $0 | – | -500,000 | -100.0% | -0.01% | – | |
| FTCI | Exit | FTC SOLAR INC | $0 | – | -524,878 | -100.0% | -0.01% | – |
| ENBL | Exit | ENABLE MIDSTREAM PARTNERS LP COMunit rp in | $0 | – | -548,069 | -100.0% | -0.01% | – |
| Exit | ARCHAEA ENERGY INC*w exp 10/26/202 | $0 | – | -1,028,750 | -100.0% | -0.02% | – | |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -30,313 | -100.0% | -0.02% | – |
| API | Exit | AGORA INCsponsored ads | $0 | – | -328,443 | -100.0% | -0.02% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -130,759 | -100.0% | -0.03% | – |
| CLVT | Exit | CLARIVATE PLC ORD | $0 | – | -735,879 | -100.0% | -0.04% | – |
| WIX | Exit | WIX COM LTD | $0 | – | -84,903 | -100.0% | -0.04% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -114,434 | -100.0% | -0.04% | – |
| RXN | Exit | REXNORD CORP | $0 | – | -356,729 | -100.0% | -0.05% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-04-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 39 | Q3 2023 | 5.0% |
| MICROSOFT CORP COM | 39 | Q3 2023 | 5.7% |
| AMAZON.COM INC COM | 39 | Q3 2023 | 5.5% |
| ENTERPRISE PRODS PARTNERS L P COM | 39 | Q3 2023 | 4.4% |
| VISA INC COM CL A | 39 | Q3 2023 | 2.5% |
| JPMORGAN CHASE & CO COM | 39 | Q3 2023 | 2.1% |
| HOME DEPOT INC COM | 39 | Q3 2023 | 1.7% |
| UNITEDHEALTH GROUP INC COM | 39 | Q3 2023 | 2.5% |
| ENERGY TRANSFER L P COM UT LTD PTN | 39 | Q3 2023 | 2.6% |
| DANAHER CORPORATION COM | 39 | Q3 2023 | 1.8% |
View CIBC Private Wealth Group, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| TREACE MEDICAL CONCEPTS, INC. | March 22, 2022 | 1,994,578 | 3.7% |
| Archaea Energy Inc. | January 07, 2022 | 5,497,653 | 9.6% |
| ALPS ETF Trust | February 16, 2021 | 4,608,440 | 37.5% |
| Barclays Bank PLC (Barclays Capital Fund Solutions) | February 16, 2021 | 7,042,323 | 55.7% |
| NETSCOUT SYSTEMS INC | February 16, 2021 | 2,831,516 | 3.8% |
| Rice Acquisition Corp. | February 16, 2021 | 2,128,500 | 9.0% |
| UBS AG | February 16, 2021 | 2,475,011 | 18.1% |
| AEMETIS, INC | February 08, 2019 | 1,233,537 | 6.1% |
| Zosano Pharma Corp | February 13, 2018 | 103,132 | 5.2% |
| JP Energy Partners LP | February 13, 2017 | 1,365,435 | 7.4% |
View CIBC Private Wealth Group, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-13 |
| SC 13G/A | 2024-01-11 |
| SC 13G | 2024-01-11 |
| 13F-HR/A | 2023-11-21 |
| 13F-HR/A | 2023-11-21 |
| SC 13G/A | 2023-11-20 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR/A | 2023-06-01 |
View CIBC Private Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.
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The following issues were detected while analyzing the report:
- The reported total value is incorrect (33972668000.0 != 48219001000.0)
- The reported number of holdings is incorrect (1096 != 1473)
- The reported has been restated
- The reported has been amended
Export CIBC Private Wealth Group, LLC's holdings