Graves Light Lenhart Wealth’s Canadian Imperial Bank of Commerce CM Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q1	–	Sell	-8,000	Closed	-$466K	–	687
2021 Q4	$466K	Hold	8,000	–	–	0.07%	121
2021 Q3	$445K	Hold	8,000	–	–	0.07%	115
2021 Q2	$455K	Hold	8,000	–	–	0.07%	113
2021 Q1	$391K	Hold	8,000	–	–	0.07%	122
2020 Q4	$342K	Hold	8,000	–	–	0.06%	123
2020 Q3	$299K	Hold	8,000	–	–	0.07%	117
2020 Q2	$268K	Sell	8,000 -4,000	-33%	-$125K	0.06%	128
2020 Q1	$348K	Hold	12,000	–	–	0.09%	104
2019 Q4	$499K	Hold	12,000	–	–	0.1%	100
2019 Q3	$512K	Hold	12,000	–	–	0.11%	100
2019 Q2	$471K	Hold	12,000	–	–	0.11%	98
2019 Q1	$474K	Hold	12,000	–	–	0.12%	92
2018 Q4	$447K	Buy	+12,000	New	+$511K	0.13%	91

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 $57.1B AUM 35.3% 1-Year Est. Return

TD Asset Management

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B 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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return