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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's CM Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2023, closing a stake of 6,516 shares — an estimated $252K sold.

Atria Wealth Solutions first reported a position in CM in Q1 2022 and held it in 6 quarters. The position peaked at $295K in Q1 2022. 393 funds tracked by Wall St. Rank hold CM as of Q4 2023.

Atria Wealth Solutions reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 6,516 Canadian Imperial Bank of Commerce shares in Q4 2023, an estimated $252K.
Atria Wealth Solutions first reported a position in Canadian Imperial Bank of Commerce in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's Canadian Imperial Bank of Commerce position peaked at $295K in Q1 2022.
393 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.