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Financial Advocates Investment Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Financial Advocates Investment 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
2024
Q4 		– Sell
-3,636
Closed -$223K – 766
2024
Q3 		$223K Buy
+3,636
New +$197K 0.01% 691

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 $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Financial Advocates Investment Management's CM Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2024, closing a stake of 3,636 shares — an estimated $223K sold.

Financial Advocates Investment Management first reported a position in CM in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 463 funds tracked by Wall St. Rank hold CM as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,636 Canadian Imperial Bank of Commerce shares in Q4 2024, an estimated $223K.
  • Financial Advocates Investment Management first reported a position in Canadian Imperial Bank of Commerce in Q3 2024 and held it in 1 quarter.
  • Financial Advocates Investment Management's Canadian Imperial Bank of Commerce position peaked at $223K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.