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

Intrua Financial’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 Q3	–	Sell	-22,438	Closed	-$1.07M	–	386
2024 Q2	$1.07M	Sell	22,438 -213	-0.9%	-$10.3K	0.17%	118
2024 Q1	$1.15M	Sell	22,651 -636	-3%	-$30K	0.18%	119
2023 Q4	$1.12M	Buy	23,287 +18	+0.1%	+$720	0.18%	130
2023 Q3	$898K	Buy	23,269 +1,591	+7%	+$65.7K	0.16%	131
2023 Q2	$925K	Buy	21,678 +3,400	+19%	+$144K	0.17%	123
2023 Q1	$761K	Sell	18,278 -412	-2%	-$18.1K	0.16%	135
2022 Q4	$804K	Buy	18,690 +8,186	+78%	+$361K	0.19%	130
2022 Q3	$460K	Buy	10,504 +2,007	+24%	+$97.8K	0.12%	176
2022 Q2	$412K	Buy	+8,497	New	+$463K	0.09%	240

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank

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

CIBC Asset Management

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return