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

Heritage 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
2019
Q3 		– Sell
-776
Closed -$30.5K – 438
2019
Q2 		$30.5K Hold
776
– – ﹤0.01% 299
2019
Q1 		$30.7K Buy
+776
New +$32.2K 0.01% 263

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Heritage Wealth Advisors's CM Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2019, closing a stake of 776 shares — an estimated $30.5K sold.

Heritage Wealth Advisors first reported a position in CM in Q1 2019 and held it in 2 quarters. The position peaked at $30.7K in Q1 2019. 364 funds tracked by Wall St. Rank hold CM as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 776 Canadian Imperial Bank of Commerce shares in Q3 2019, an estimated $30.5K.
  • Heritage Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q1 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $30.7K in Q1 2019.
  • 364 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.