SEC 13F Intelligence

Managers / Q4 2020 · view latest →

CIBC Private Wealth Group LLC

CIK 0001298088 · 3290 NORTHSIDE PARKWAY, 7TH FLOOR, ATLANTA, GA, 30327 · 404-881-3400

Reported Value
$37.8B
Q4 2020
Positions
1,415
Filings on Record
35
2019–present window
Filed
Feb 12, 2021
original filing

Summary

Cibc Private Wealth Group Llc reported $37.8B in U.S.-listed holdings across 1,415 positions for Q4 2020.

Its largest position, AMZN, represents 4.9% of the portfolio.

Compared with Q3 2020, the fund opened 152 new positions and exited 56.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $22.4BQ4 ’18Q1 ’19: $25.9BQ2 ’19: $28.5BQ3 ’19: $28.4BQ4 ’19: $30.7BQ4 ’19Q1 ’20: $23.3BQ2 ’20: $20.6BQ3 ’20: $32.6BQ4 ’20: $37.8BQ4 ’20Q1 ’21: $39.7BQ2 ’21: $43.5BQ3 ’21: $43.0BQ4 ’21: $48.2BQ4 ’21Q1 ’22: $45.8BQ2 ’22: $38.5BQ3 ’22: $37.1BQ4 ’22: $40.49TQ4 ’22Q1 ’23: $45.2BQ2 ’23: $45.7BQ3 ’23: $133.2BQ4 ’23: $47.2BQ4 ’23Q1 ’24: $51.1BQ2 ’24: $53.3BQ3 ’24: $55.8BQ4 ’24: $55.2BQ4 ’24Q1 ’25: $47.4BQ2 ’25: $56.0BQ3 ’25: $58.4BQ4 ’25: $59.2BQ4 ’25filingsflow.com

Portfolio Composition

By security type
Common Stock: 82.3%ETP: 7.2%Other: 3.8%MLP: 2.7%ADR: 2.1%Other: 1.9%
  • Common Stock · 82.3% · $31.1B
  • ETP · 7.2% · $2.7B
  • Other · 3.8% · $1.4B
  • MLP · 2.7% · $1.0B
  • ADR · 2.1% · $811M
  • Other · 1.9% · $727M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2020

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$59.2B3,694Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$58.4B3,493Nov 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$56.0B3,459Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$47.4B3,531May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$55.2B3,368Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$55.8B3,521Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$53.3B3,569Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$51.1B3,394May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$47.2B1,141Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023REVEALED$133.2B3,658Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$45.7B1,164Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$45.2B1,236May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$40.49T1,236Feb 14, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$37.1B1,330Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$38.5B1,639Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$45.8B1,697May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$48.2B1,473Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$43.0B1,338Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$43.5B1,480Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$39.7B1,465May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$37.8B1,415Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$32.6B1,298Nov 3, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$20.6B971Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$23.3B1,246May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$30.7B1,283Jan 30, 202013F-HRchanges · EDGAR ↗
Q3 2019$28.4B1,276Oct 16, 201913F-HRchanges · EDGAR ↗
Q2 2019$28.5B1,308Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$25.9B1,310May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$22.4B1,247Feb 5, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • CIBC National Trust Co
  • CIBC Private Wealth Advisors, Inc.

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.