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Acorn Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Acorn Wealth Advisors’s Portfolio CM Stock Details CM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-400
Closed -$17K – 166
2018
Q2 		$17K Hold
400
– – 0.01% 417
2018
Q1 		$18K Hold
400
– – 0.02% 405
2017
Q4 		$20K Buy
+400
New +$18.2K 0.02% 377

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Acorn Wealth Advisors's CM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2018, closing a stake of 400 shares — an estimated $17K sold.

Acorn Wealth Advisors first reported a position in CM in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 390 funds tracked by Wall St. Rank hold CM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 400 Canadian Imperial Bank of Commerce shares in Q3 2018, an estimated $17K.
  • Acorn Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $20K in Q4 2017.
  • 390 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.