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	$529K	Buy	15,804 +1,354	+9%	+$42.3K	0.01%	234
2020 Q1	$419K	Buy	14,450 +3,000	+26%	+$112K	0.01%	272
2019 Q4	$476K	Buy	11,450 +1,668	+17%	+$70.5K	0.01%	316
2019 Q3	$404K	Buy	9,782 +1,012	+12%	+$39.8K	0.01%	320
2019 Q2	$344K	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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Freestone Capital Holdings's CM Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2021, closing a stake of 192 shares — an estimated $8.21K sold.

Freestone Capital Holdings first reported a position in CM in Q1 2019 and held it in 8 quarters. The position peaked at $529K in Q2 2020. 389 funds tracked by Wall St. Rank hold CM as of Q1 2021.

Freestone Capital Holdings reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2021 after selling out during the quarter.
Freestone Capital Holdings sold 192 Canadian Imperial Bank of Commerce shares in Q1 2021, an estimated $8.21K.
Freestone Capital Holdings first reported a position in Canadian Imperial Bank of Commerce in Q1 2019 and held it in 8 quarters.
Freestone Capital Holdings's Canadian Imperial Bank of Commerce position peaked at $529K in Q2 2020.
389 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.