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	–	452
2022 Q1	$3K	Buy	+50	New	+$3.16K	﹤0.01%	377
2021 Q4	–	Sell	-50	Closed	-$3K	–	203
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	–	147
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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Toronto Dominion Bank

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

TD Asset Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIBC World Market

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC Asset Management

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