Joseph P. Lucia & Associates’s Canadian Imperial Bank of Commerce CM Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q2	–	Sell	-50	Closed	-$3K	–	451
2022 Q1	$3K	Buy	+50	New	+$3.16K	﹤0.01%	377
2021 Q4	–	Sell	-50	Closed	-$3K	–	202
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	479
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	481
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	481
2020 Q4	$2K	Buy	+50	New	+$2.04K	﹤0.01%	439
2020 Q3	–	Sell	-50	Closed	-$2K	–	146
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	429
2020 Q1	$1K	Buy	+50	New	+$1.86K	﹤0.01%	414

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Joseph P. Lucia & Associates's CM Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2022, closing a stake of 50 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in CM in Q1 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 397 funds tracked by Wall St. Rank hold CM as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 50 Canadian Imperial Bank of Commerce shares in Q2 2022, an estimated $3K.
Joseph P. Lucia & Associates first reported a position in Canadian Imperial Bank of Commerce in Q1 2020 and held it in 7 quarters.
Joseph P. Lucia & Associates's Canadian Imperial Bank of Commerce position peaked at $3K in Q1 2022.
397 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.