Buckingham Strategic Wealth’s Canadian Imperial Bank of Commerce CM Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$290K	Buy	6,099 +634	+12%	+$30.7K	﹤0.01%	608
2024 Q1	$277K	Buy	5,465 +1,061	+24%	+$50.1K	﹤0.01%	610
2023 Q4	$212K	Buy	+4,404	New	+$176K	﹤0.01%	668
2022 Q3	–	Sell	-4,664	Closed	-$226K	–	618
2022 Q2	$226K	Buy	4,664 +142	+3%	+$7.73K	﹤0.01%	528
2022 Q1	$275K	Hold	4,522	–	–	0.01%	492
2021 Q4	$264K	Buy	4,522 +360	+9%	+$21K	0.01%	503
2021 Q3	$232K	Hold	4,162	–	–	﹤0.01%	527
2021 Q2	$237K	Hold	4,162	–	–	0.01%	520
2021 Q1	$204K	Buy	+4,162	New	+$192K	0.01%	517

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B 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 $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC Asset Management

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return