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Glassman Wealth Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-693
Closed -$33.4K – 530
2023
Q4 		$33.4K Buy
693
+253
+58% +$10.1K ﹤0.01% 559
2023
Q3 		$17K Sell
440
-250
-36% -$10.3K ﹤0.01% 699
2023
Q2 		$29.4K Buy
690
+80
+13% +$3.38K ﹤0.01% 535
2023
Q1 		$25.9K Sell
610
-49
-7% -$2.15K ﹤0.01% 574
2022
Q4 		$26.7K Buy
659
+219
+50% +$9.66K ﹤0.01% 587
2022
Q3 		$19K Buy
440
+44
+11% +$2.14K ﹤0.01% 624
2022
Q2 		$19K Sell
396
-56
-12% -$3.05K ﹤0.01% 631
2022
Q1 		$28K Buy
452
+74
+20% +$4.67K 0.01% 542
2021
Q4 		$22K Buy
378
+70
+23% +$4.07K ﹤0.01% 583
2021
Q3 		$17K Buy
308
+54
+21% +$3.11K ﹤0.01% 624
2021
Q2 		$14K Buy
254
+20
+9% +$1.1K ﹤0.01% 663
2021
Q1 		$11K Buy
234
+10
+4% +$462 ﹤0.01% 684
2020
Q4 		$10K Buy
224
+172
+331% +$7K ﹤0.01% 708
2020
Q3 		$2K Buy
52
+22
+73% +$805 ﹤0.01% 971
2020
Q2 		$1K Buy
30
+4
+15% +$125 ﹤0.01% 980
2020
Q1 		$1K Buy
26
+12
+86% +$447 ﹤0.01% 825
2019
Q4 		$1K Buy
+14
New +$592 ﹤0.01% 877
2018
Q2 		– Sell
-60
Closed -$3K – 818
2018
Q1 		$3K Hold
60
– – ﹤0.01% 473
2017
Q4 		$3K Buy
+60
New +$2.73K ﹤0.01% 455
2017
Q2 		– Sell
-320
Closed -$14K – 559
2017
Q1 		$14K Hold
320
– – 0.01% 305
2016
Q4 		$13K Buy
+320
New +$12.5K 0.01% 319
2016
Q3 		– Sell
-320
Closed -$12K – 487
2016
Q2 		$12K Hold
320
– – 0.01% 294
2016
Q1 		$12K Hold
320
– – 0.01% 283
2015
Q4 		$11K Hold
320
– – 0.01% 298
2015
Q3 		$12K Hold
320
– – 0.01% 278
2015
Q2 		$12K Hold
320
– – 0.01% 291
2015
Q1 		$12K Sell
320
-3
-0.9% -$111 0.01% 302
2014
Q4 		$14K Buy
+323
New +$14.3K 0.01% 301

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Glassman Wealth Services's CM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2024, closing a stake of 693 shares — an estimated $33.4K sold.

Glassman Wealth Services first reported a position in CM in Q4 2014 and held it in 28 quarters. The position peaked at $33.4K in Q4 2023. 401 funds tracked by Wall St. Rank hold CM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 693 Canadian Imperial Bank of Commerce shares in Q1 2024, an estimated $33.4K.
  • Glassman Wealth Services first reported a position in Canadian Imperial Bank of Commerce in Q4 2014 and held it in 28 quarters.
  • Glassman Wealth Services's Canadian Imperial Bank of Commerce position peaked at $33.4K in Q4 2023.
  • 401 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.