Brewin Dolphin Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Brewin Dolphin Wealth Management’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
2020 Q4	–	Sell	-3,096	Closed	-$116K	–	290
2020 Q3	$116K	Hold	3,096	–	–	0.02%	122
2020 Q2	$104K	Hold	3,096	–	–	0.02%	127
2020 Q1	$89.7K	Hold	3,096	–	–	0.05%	91
2019 Q4	$129K	Hold	3,096	–	–	0.06%	90
2019 Q3	$128K	Hold	3,096	–	–	0.06%	87
2019 Q2	$122K	Hold	3,096	–	–	0.06%	89
2019 Q1	$122K	Hold	3,096	–	–	0.07%	87
2018 Q4	$115K	Hold	3,096	–	–	0.07%	87
2018 Q3	$145K	Hold	3,096	–	–	0.08%	85
2018 Q2	$135K	Hold	3,096	–	–	0.08%	85
2018 Q1	$137K	Hold	3,096	–	–	0.08%	81
2017 Q4	$151K	Hold	3,096	–	–	0.1%	76
2017 Q3	$135K	Buy	+3,096	New	+$133K	0.09%	74

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Brewin Dolphin Wealth Management's CM Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2020, closing a stake of 3,096 shares — an estimated $116K sold.

Brewin Dolphin Wealth Management first reported a position in CM in Q3 2017 and held it in 13 quarters. The position peaked at $151K in Q4 2017. 364 funds tracked by Wall St. Rank hold CM as of Q4 2020.

Brewin Dolphin Wealth Management reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2020 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 3,096 Canadian Imperial Bank of Commerce shares in Q4 2020, an estimated $116K.
Brewin Dolphin Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q3 2017 and held it in 13 quarters.
Brewin Dolphin Wealth Management's Canadian Imperial Bank of Commerce position peaked at $151K in Q4 2017.
364 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.