Kestra Private Wealth Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Kestra Private Wealth Services’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	–	Sell	-4,809	Closed	-$205K	–	1178
2023 Q2	$205K	Buy	+4,809	New	+$203K	0.01%	958

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

Kestra Private Wealth Services's CM Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2023, closing a stake of 4,809 shares — an estimated $205K sold.

Kestra Private Wealth Services first reported a position in CM in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 359 funds tracked by Wall St. Rank hold CM as of Q3 2023.

Kestra Private Wealth Services reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2023 after selling out during the quarter.
Kestra Private Wealth Services sold 4,809 Canadian Imperial Bank of Commerce shares in Q3 2023, an estimated $205K.
Kestra Private Wealth Services first reported a position in Canadian Imperial Bank of Commerce in Q2 2023 and held it in 1 quarter.
Kestra Private Wealth Services's Canadian Imperial Bank of Commerce position peaked at $205K in Q2 2023.
359 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.