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

Icon 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
2024 Q4	–	Sell	-1,911	Closed	-$117K	–	509
2024 Q3	$117K	Sell	1,911 -32	-2%	-$1.73K	0.01%	444
2024 Q2	$100K	Sell	1,943 -568	-23%	-$27.5K	0.01%	432
2024 Q1	$127K	Sell	2,511 -58	-2%	-$2.74K	0.01%	426
2023 Q4	$124K	Buy	+2,569	New	+$103K	0.01%	398
2022 Q4	–	Sell	-3,670	Closed	-$161K	–	346
2022 Q3	$161K	Buy	+3,670	New	+$179K	0.02%	324

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Icon Wealth Advisors's CM Position: Q4 2024 in Review

Icon Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2024, closing a stake of 1,911 shares — an estimated $117K sold.

Icon Wealth Advisors first reported a position in CM in Q3 2022 and held it in 5 quarters. The position peaked at $161K in Q3 2022. 463 funds tracked by Wall St. Rank hold CM as of Q4 2024.

Icon Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2024 after selling out during the quarter.
Icon Wealth Advisors sold 1,911 Canadian Imperial Bank of Commerce shares in Q4 2024, an estimated $117K.
Icon Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q3 2022 and held it in 5 quarters.
Icon Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $161K in Q3 2022.
463 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2024.

Based on Icon Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.