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

Icon Wealth Partners’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
2023 Q3	$113K	Sell	2,921 -211	-7%	-$8.71K	0.01%	372
2023 Q2	$134K	Buy	3,132 +567	+22%	+$24K	0.01%	367
2023 Q1	$109K	Buy	+2,565	New	+$113K	0.01%	397
2022 Q2	–	Sell	-3,908	Closed	-$238K	–	308
2022 Q1	$238K	Buy	3,908 +4	+0.1%	+$253	0.02%	297
2021 Q4	$228K	Sell	3,904 -460	-11%	-$26.8K	0.02%	297
2021 Q3	$243K	Sell	4,364 -408	-9%	-$23.5K	0.03%	316
2021 Q2	$272K	Sell	4,772 -376	-7%	-$20.6K	0.03%	311
2021 Q1	$252K	Sell	5,148 -144	-3%	-$6.65K	0.03%	292
2020 Q4	$226K	Buy	+5,292	New	+$216K	0.04%	258
2020 Q1	–	Sell	-6,920	Closed	-$288K	–	162
2019 Q4	$288K	Buy	6,920 +22	+0.3%	+$930	0.09%	126
2019 Q3	$285K	Buy	+6,898	New	+$271K	0.1%	119
2019 Q2	–	Sell	-4,556	Closed	-$180K	–	276
2019 Q1	$180K	Buy	4,556 +386	+9%	+$16K	0.07%	162
2018 Q4	$155K	Sell	4,170 -972	-19%	-$41.4K	0.07%	165
2018 Q3	$241K	Sell	5,142 -58	-1%	-$2.66K	0.1%	155
2018 Q2	$226K	Buy	5,200 +6	+0.1%	+$264	0.1%	145
2018 Q1	$232K	Buy	5,194 +386	+8%	+$18.1K	0.12%	149
2017 Q4	$234K	Buy	+4,808	New	+$219K	0.12%	154

Other funds holding CM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Icon Wealth Partners's CM Position: Q3 2023 in Review

Icon Wealth Partners reduced its Canadian Imperial Bank of Commerce (CM) stake by 6.7% in Q3 2023, selling an estimated $8.71K and leaving 2,921 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #372.

Icon Wealth Partners first reported a position in CM in Q4 2017 and has held it in 17 quarters since. The position peaked at $288K in Q4 2019. 359 funds tracked by Wall St. Rank hold CM as of Q3 2023.

Icon Wealth Partners held 2,921 shares of Canadian Imperial Bank of Commerce worth $113K as of Q3 2023.
Icon Wealth Partners sold 211 Canadian Imperial Bank of Commerce shares in Q3 2023, an estimated $8.71K.
Canadian Imperial Bank of Commerce made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #372 holding.
Icon Wealth Partners first reported a position in Canadian Imperial Bank of Commerce in Q4 2017 and has held it in 17 quarters since.
Icon Wealth Partners's Canadian Imperial Bank of Commerce position peaked at $288K in Q4 2019.
359 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.