Laurel Wealth Planning’s Canadian Imperial Bank of Commerce CM Stock Holding History

Laurel Wealth Planning’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	-214	Closed	-$8.66K	–	86
2022 Q4	$8.66K	Hold	214	–	–	0.01%	164
2022 Q3	$9K	Hold	214	–	–	0.01%	161
2022 Q2	$10K	Hold	214	–	–	0.01%	163
2022 Q1	$13K	Hold	214	–	–	0.01%	178
2021 Q4	$12K	Hold	214	–	–	0.01%	137
2021 Q3	$12K	Buy	+214	New	+$12.3K	0.01%	131

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

Laurel Wealth Planning's CM Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2023, closing a stake of 214 shares — an estimated $8.66K sold.

Laurel Wealth Planning first reported a position in CM in Q3 2021 and held it in 6 quarters. The position peaked at $13K in Q1 2022. 382 funds tracked by Wall St. Rank hold CM as of Q1 2023.

Laurel Wealth Planning reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 214 Canadian Imperial Bank of Commerce shares in Q1 2023, an estimated $8.66K.
Laurel Wealth Planning first reported a position in Canadian Imperial Bank of Commerce in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Canadian Imperial Bank of Commerce position peaked at $13K in Q1 2022.
382 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.