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

FSC Wealth Advisors’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
2025 Q2	–	Sell	-318	Closed	-$17.9K	–	104
2025 Q1	$17.9K	Buy	318 +4	+1%	+$241	0.01%	175
2024 Q4	$19.9K	Sell	314 -8	-2%	-$508	0.01%	165
2024 Q3	$19.8K	Buy	322 +4	+1%	+$217	0.01%	164
2024 Q2	$15.1K	Hold	318	–	–	0.01%	174
2024 Q1	$16.1K	Sell	318 -2	-0.6%	-$94	0.01%	171
2023 Q4	$15.4K	Hold	320	–	–	0.01%	170
2023 Q3	$12.4K	Buy	+320	New	+$13.2K	0.01%	152

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FSC Wealth Advisors's CM Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2025, closing a stake of 318 shares — an estimated $17.9K sold.

FSC Wealth Advisors first reported a position in CM in Q3 2023 and held it in 7 quarters. The position peaked at $19.9K in Q4 2024. 483 funds tracked by Wall St. Rank hold CM as of Q2 2025.

FSC Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 318 Canadian Imperial Bank of Commerce shares in Q2 2025, an estimated $17.9K.
FSC Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q3 2023 and held it in 7 quarters.
FSC Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $19.9K in Q4 2024.
483 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.