Freestone Capital Holdings’s Canadian Imperial Bank of Commerce CM Stock Holding History

Freestone Capital Holdings’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
2021 Q1	–	Sell	-192	Closed	-$8.21K	–	518
2020 Q4	$8.21K	Sell	192 -108	-36%	-$4.4K	﹤0.01%	898
2020 Q3	$11.2K	Sell	300 -15,504	-98%	-$568K	﹤0.01%	724
2020 Q2	$529	Buy	15,804 +1,354	+9%	+$42.3K	0.01%	234
2020 Q1	$419	Buy	14,450 +3,000	+26%	+$112K	0.01%	272
2019 Q4	$476	Buy	11,450 +1,668	+17%	+$70.5K	0.01%	316
2019 Q3	$404	Buy	9,782 +1,012	+12%	+$39.8K	0.01%	320
2019 Q2	$344	Buy	8,770 +1,110	+14%	+$44.7K	0.01%	306
2019 Q1	$303K	Buy	+7,660	New	+$318K	0.02%	313

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B 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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return