BWP
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Baldwin Wealth Partners’s Canadian Imperial Bank of Commerce CM Stock Holding History

Baldwin Wealth 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
2026
Q2 		$203K Buy
+1,762
New +$193K 0.01% 227
2024
Q4 		– Sell
-1,968
Closed -$121K – 378
2024
Q3 		$121K Sell
1,968
-200
-9% -$10.8K 0.01% 394
2024
Q2 		$103K Hold
2,168
– – 0.01% 261
2024
Q1 		$110K Hold
2,168
– – 0.01% 263
2023
Q4 		$104K Hold
2,168
– – 0.01% 270
2023
Q3 		$83.7K Hold
2,168
– – 0.01% 317
2023
Q2 		$92.5K Sell
2,168
-470
-18% -$19.9K 0.01% 329
2023
Q1 		$112K Hold
2,638
– – 0.01% 310
2022
Q4 		$107K Buy
+2,638
New +$116K 0.01% 309

Other funds holding CM

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LD
Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return