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Avantax Planning Partners’s Canadian Imperial Bank of Commerce CM Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-104
Closed -$5K – 444
2018
Q3 		$5K Buy
+104
New +$4.78K ﹤0.01% 1081
2018
Q2 		– Sell
-550
Closed -$23K – 458
2018
Q1 		$23K Buy
+550
New +$25.8K ﹤0.01% 723

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Avantax Planning Partners's CM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2018, closing a stake of 104 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in CM in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 390 funds tracked by Wall St. Rank hold CM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 104 Canadian Imperial Bank of Commerce shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Canadian Imperial Bank of Commerce in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Canadian Imperial Bank of Commerce position peaked at $23K in Q1 2018.
  • 390 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.