Carolinas Wealth Consulting’s Canadian Imperial Bank of Commerce CM Stock Holding History

Carolinas Wealth Consulting’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 Q4	–	Sell	-34	Closed	-$1.2K	–	1003
2023 Q3	$1.2K	Hold	34	–	–	﹤0.01%	803
2023 Q2	$1.45K	Buy	34 +6	+21%	+$253	﹤0.01%	857
2023 Q1	$1.21K	Buy	28 +8	+40%	+$351	﹤0.01%	861
2022 Q4	$822	Hold	20	–	–	﹤0.01%	931
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	801
2022 Q2	$1K	Sell	20 -8	-29%	-$436	﹤0.01%	802
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	786
2021 Q4	$2K	Sell	28 -14	-33%	-$815	﹤0.01%	810
2021 Q3	$2K	Sell	42 -12	-22%	-$691	﹤0.01%	777
2021 Q2	$3K	Sell	54 -14	-21%	-$767	﹤0.01%	755
2021 Q1	$3K	Sell	68 -10	-13%	-$462	﹤0.01%	764
2020 Q4	$3K	Buy	+78	New	+$3.18K	﹤0.01%	694

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carolinas Wealth Consulting's CM Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2023, closing a stake of 34 shares — an estimated $1.2K sold.

Carolinas Wealth Consulting first reported a position in CM in Q4 2020 and held it in 12 quarters. The position peaked at $3K in Q2 2021. 393 funds tracked by Wall St. Rank hold CM as of Q4 2023.

Carolinas Wealth Consulting reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 34 Canadian Imperial Bank of Commerce shares in Q4 2023, an estimated $1.2K.
Carolinas Wealth Consulting first reported a position in Canadian Imperial Bank of Commerce in Q4 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's Canadian Imperial Bank of Commerce position peaked at $3K in Q2 2021.
393 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.