Intelligent Financial Strategies’s Canadian Imperial Bank of Commerce CM Stock Holding History

Intelligent Financial Strategies’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 Q1	–	Sell	-334	Closed	-$13.5K	–	94
2022 Q4	$13.5K	Hold	334	–	–	0.01%	92
2022 Q3	$15K	Hold	334	–	–	0.02%	87
2022 Q2	$16K	Hold	334	–	–	0.02%	90
2022 Q1	$20K	Hold	334	–	–	0.02%	96
2021 Q4	$19K	Buy	+334	New	+$19.4K	0.02%	99

Other funds holding CM

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Intelligent Financial Strategies's CM Position: Q1 2023 in Review

Intelligent Financial Strategies sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2023, closing a stake of 334 shares — an estimated $13.5K sold.

Intelligent Financial Strategies first reported a position in CM in Q4 2021 and held it in 5 quarters. The position peaked at $20K in Q1 2022. 382 funds tracked by Wall St. Rank hold CM as of Q1 2023.

Intelligent Financial Strategies reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2023 after selling out during the quarter.
Intelligent Financial Strategies sold 334 Canadian Imperial Bank of Commerce shares in Q1 2023, an estimated $13.5K.
Intelligent Financial Strategies first reported a position in Canadian Imperial Bank of Commerce in Q4 2021 and held it in 5 quarters.
Intelligent Financial Strategies's Canadian Imperial Bank of Commerce position peaked at $20K in Q1 2022.
382 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2023.

Based on Intelligent Financial Strategies's 13F filing for Q1 2023, filed 2 May 2023.