Avidian Wealth Enterprises’s Canadian Imperial Bank of Commerce CM Stock Holding History

Avidian Wealth Enterprises’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 Q2	–	Sell	-7,156	Closed	-$304K	–	424
2023 Q1	$304K	Buy	7,156 +200	+3%	+$8.78K	0.02%	378
2022 Q4	$281K	Hold	6,956	–	–	0.02%	372
2022 Q3	$304K	Hold	6,956	–	–	0.02%	319
2022 Q2	$338K	Hold	6,956	–	–	0.02%	330
2022 Q1	$423K	Hold	6,956	–	–	0.03%	331
2021 Q4	$405K	Hold	6,956	–	–	0.03%	339
2021 Q3	$387K	Hold	6,956	–	–	0.03%	259
2021 Q2	$396K	Hold	6,956	–	–	0.03%	263
2021 Q1	$340K	Hold	6,956	–	–	0.03%	274
2020 Q4	$297K	Buy	6,956 +88	+1%	+$3.58K	0.03%	258
2020 Q3	$257K	Buy	6,868 +90	+1%	+$3.29K	0.03%	236
2020 Q2	$227K	Buy	+6,778	New	+$212K	0.03%	230

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Avidian Wealth Enterprises's CM Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2023, closing a stake of 7,156 shares — an estimated $304K sold.

Avidian Wealth Enterprises first reported a position in CM in Q2 2020 and held it in 12 quarters. The position peaked at $423K in Q1 2022. 393 funds tracked by Wall St. Rank hold CM as of Q2 2023.

Avidian Wealth Enterprises reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 7,156 Canadian Imperial Bank of Commerce shares in Q2 2023, an estimated $304K.
Avidian Wealth Enterprises first reported a position in Canadian Imperial Bank of Commerce in Q2 2020 and held it in 12 quarters.
Avidian Wealth Enterprises's Canadian Imperial Bank of Commerce position peaked at $423K in Q1 2022.
393 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.