B. Riley Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-9,593	Closed	-$412K	–	1527
2023 Q2	$412K	Buy	9,593 +4,429	+86%	+$187K	0.01%	956
2023 Q1	$222K	Buy	+5,164	New	+$227K	0.01%	1238

Other funds holding CM

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

B. Riley Wealth Advisors's CM Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2023, closing a stake of 9,593 shares — an estimated $412K sold.

B. Riley Wealth Advisors first reported a position in CM in Q1 2023 and held it in 2 quarters. The position peaked at $412K in Q2 2023. 359 funds tracked by Wall St. Rank hold CM as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,593 Canadian Imperial Bank of Commerce shares in Q3 2023, an estimated $412K.
B. Riley Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q1 2023 and held it in 2 quarters.
B. Riley Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $412K in Q2 2023.
359 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.