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

Evoke 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
2023 Q1	–	Sell	-540,809	Closed	-$22.2M	–	357
2022 Q4	$22.2M	Buy	540,809 +209	+0%	+$9.22K	0.8%	28
2022 Q3	$24M	Hold	540,600	–	–	0.97%	21
2022 Q2	$26.6M	Hold	540,600	–	–	0.98%	19
2022 Q1	$33.2M	Hold	540,600	–	–	1.09%	17
2021 Q4	$31.5M	Hold	540,600	–	–	0.99%	18
2021 Q3	$30.4M	Hold	540,600	–	–	1.14%	14
2021 Q2	$31.1M	Buy	540,600 +8,600	+2%	+$471K	1.18%	14
2021 Q1	$26.3M	Hold	532,000	–	–	1.19%	12
2020 Q4	$23M	Sell	532,000 -1,240	-0.2%	-$50.5K	1.55%	13
2020 Q3	$19.9M	Buy	533,240 +1,226	+0.2%	+$44.9K	1.61%	13
2020 Q2	$17.8M	Sell	532,014 -16	-0%	-$500	1.73%	12
2020 Q1	$15.4M	Sell	532,030 -3,944	-0.7%	-$147K	2.19%	12
2019 Q4	$22.3M	Buy	535,974 +20	+0%	+$846	2.83%	6
2019 Q3	$22.4M	Buy	+535,954	New	+$21.1M	2.76%	9

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 $57.1B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

TD Asset Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

CIBC Asset Management

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