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First Trust Direct Indexing’s Canadian Imperial Bank of Commerce CM Stock Holding History

First Trust Direct Indexing’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
-11,305
Closed -$693K – 172
2024
Q3 		$693K Buy
11,305
+4,318
+62% +$234K 0.04% 451
2024
Q2 		$332K Buy
6,987
+323
+5% +$15.7K 0.02% 624
2024
Q1 		$338K Buy
6,664
+104
+2% +$4.91K 0.03% 583
2023
Q4 		$316K Sell
6,560
-964
-13% -$38.5K 0.03% 570
2023
Q3 		$291K Sell
7,524
-529
-7% -$21.8K 0.03% 528
2023
Q2 		$344K Buy
8,053
+387
+5% +$16.3K 0.04% 504
2023
Q1 		$325K Buy
7,666
+76
+1% +$3.33K 0.04% 521
2022
Q4 		$307K Sell
7,590
-2,283
-23% -$101K 0.04% 505
2022
Q3 		$432K Buy
9,873
+1,608
+19% +$78.4K 0.06% 378
2022
Q2 		$401K Buy
8,265
+223
+3% +$12.1K 0.06% 395
2022
Q1 		$489K Buy
8,042
+532
+7% +$33.6K 0.06% 376
2021
Q4 		$438K Buy
7,510
+52
+0.7% +$3.03K 0.06% 385
2021
Q3 		$415K Buy
7,458
+434
+6% +$25K 0.06% 391
2021
Q2 		$400K Buy
7,024
+1,278
+22% +$70K 0.06% 380
2021
Q1 		$281K Buy
5,746
+110
+2% +$5.08K 0.07% 319
2020
Q4 		$241K Buy
+5,636
New +$230K 0.06% 327

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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 $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

First Trust Direct Indexing's CM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2024, closing a stake of 11,305 shares — an estimated $693K sold.

First Trust Direct Indexing first reported a position in CM in Q4 2020 and held it in 16 quarters. The position peaked at $693K in Q3 2024. 463 funds tracked by Wall St. Rank hold CM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 11,305 Canadian Imperial Bank of Commerce shares in Q4 2024, an estimated $693K.
  • First Trust Direct Indexing first reported a position in Canadian Imperial Bank of Commerce in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Canadian Imperial Bank of Commerce position peaked at $693K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.