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

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

TD Asset Management

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

Norges Bank Oslo, Norway $935B AUM