Avantax Advisory Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.52M	Buy	21,412 +867	+4%	+$55.8K	0.01%	935
2025 Q1	$1.16M	Sell	20,545 -53	-0.3%	-$3.2K	0.01%	1010
2024 Q4	$1.3M	Sell	20,598 -599	-3%	-$38.1K	0.01%	925
2024 Q3	$1.3M	Buy	21,197 +468	+2%	+$25.3K	0.01%	891
2024 Q2	$985K	Buy	20,729 +3,045	+17%	+$148K	0.01%	981
2024 Q1	$897K	Sell	17,684 -173	-1%	-$8.17K	0.01%	796
2023 Q4	$860K	Buy	17,857 +522	+3%	+$20.9K	0.01%	772
2023 Q3	$669K	Sell	17,335 -257	-1%	-$10.6K	0.01%	828
2023 Q2	$751K	Sell	17,592 -15,612	-47%	-$660K	0.01%	790
2023 Q1	$1.41M	Buy	33,204 +6,356	+24%	+$279K	0.02%	554
2022 Q4	$1.09M	Buy	26,848 +6,153	+30%	+$271K	0.01%	619
2022 Q3	$906K	Buy	20,695 +11,654	+129%	+$568K	0.01%	587
2022 Q2	$439K	Sell	9,041 -93	-1%	-$5.06K	0.01%	840
2022 Q1	$555K	Buy	9,134 +130	+1%	+$8.21K	0.01%	749
2021 Q4	$525K	Buy	9,004 +160	+2%	+$9.31K	0.01%	746
2021 Q3	$490K	Sell	8,844 -952	-10%	-$54.8K	0.01%	730
2021 Q2	$557K	Buy	9,796 +78	+0.8%	+$4.27K	0.01%	667
2021 Q1	$475K	Buy	9,718 +214	+2%	+$9.89K	0.01%	638
2020 Q4	$407K	Sell	9,504 -926	-9%	-$37.7K	0.01%	617
2020 Q3	$387K	Buy	10,430 +802	+8%	+$29.4K	0.01%	907
2020 Q2	$321K	Buy	9,628 +578	+6%	+$18.1K	0.01%	611
2020 Q1	$263K	Buy	9,050 +436	+5%	+$16.2K	0.01%	629
2019 Q4	$356K	Buy	+8,614	New	+$364K	0.01%	582

Other funds holding CM

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's CM Position: Q2 2025 in Review

Avantax Advisory Services increased its Canadian Imperial Bank of Commerce (CM) stake by 4.2% in Q2 2025, buying an estimated $55.8K and bringing the position to 21,412 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #935.

Avantax Advisory Services first reported a position in CM in Q4 2019 and has held it in 23 quarters since. 483 funds tracked by Wall St. Rank hold CM as of Q2 2025.

Avantax Advisory Services held 21,412 shares of Canadian Imperial Bank of Commerce worth $1.52M as of Q2 2025.
Avantax Advisory Services bought 867 Canadian Imperial Bank of Commerce shares in Q2 2025, an estimated $55.8K.
Canadian Imperial Bank of Commerce made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #935 holding.
Avantax Advisory Services first reported a position in Canadian Imperial Bank of Commerce in Q4 2019 and has held it in 23 quarters since.
483 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.