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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 $57.1B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

TD Asset Management

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

CIBC Asset Management

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