Advisor Partners II’s Canadian Imperial Bank of Commerce CM Stock Holding History

Advisor Partners II’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
2023 Q3	$505K	Sell	13,091 -1,626	-11%	-$67.1K	0.02%	719
2023 Q2	$628K	Buy	14,717 +2,911	+25%	+$123K	0.03%	522
2023 Q1	$501K	Buy	11,806 +26	+0.2%	+$1.14K	0.03%	558
2022 Q4	$476K	Sell	11,780 -42	-0.4%	-$1.85K	0.03%	537
2022 Q3	$517K	Buy	+11,822	New	+$576K	0.04%	447

Other funds holding CM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor Partners II's CM Position: Q3 2023 in Review

Advisor Partners II reduced its Canadian Imperial Bank of Commerce (CM) stake by 11% in Q3 2023, selling an estimated $67.1K and leaving 13,091 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #719.

Advisor Partners II first reported a position in CM in Q3 2022 and has held it in 5 quarters since. The position peaked at $628K in Q2 2023. 359 funds tracked by Wall St. Rank hold CM as of Q3 2023.

Advisor Partners II held 13,091 shares of Canadian Imperial Bank of Commerce worth $505K as of Q3 2023.
Advisor Partners II sold 1,626 Canadian Imperial Bank of Commerce shares in Q3 2023, an estimated $67.1K.
Canadian Imperial Bank of Commerce made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #719 holding.
Advisor Partners II first reported a position in Canadian Imperial Bank of Commerce in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Canadian Imperial Bank of Commerce position peaked at $628K in Q2 2023.
359 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.