Atria Wealth Solutions’s Canadian Imperial Bank of Commerce CM Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-6,516	Closed	-$252K	–	1943
2023 Q3	$252K	Sell	6,516 -62	-0.9%	-$2.56K	﹤0.01%	1529
2023 Q2	$281K	Buy	6,578 +125	+2%	+$5.28K	﹤0.01%	1489
2023 Q1	$274K	Buy	6,453 +747	+13%	+$32.8K	﹤0.01%	1471
2022 Q4	$231K	Sell	5,706 -319	-5%	-$14.1K	﹤0.01%	1522
2022 Q3	$264K	Buy	+6,025	New	+$294K	﹤0.01%	1379
2022 Q2	–	Sell	-4,798	Closed	-$295K	–	1673
2022 Q1	$295K	Buy	+4,798	New	+$303K	﹤0.01%	1324

Other funds holding CM

Royal Bank of Canada

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

Bank of Montreal

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

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

Bank of Nova Scotia

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

TD Asset Management

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

Toronto Dominion Bank

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

CIBC World Market

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

National Bank of Canada

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

CIBC Asset Management

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

Norges Bank Oslo, Norway $935B AUM