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

Lee 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
2022
Q4 		– Sell
-100
Closed -$4K – 940
2022
Q3 		$4K Hold
100
– – ﹤0.01% 562
2022
Q2 		$5K Buy
+100
New +$5.44K ﹤0.01% 549
2018
Q3 		– Sell
-158
Closed -$7K – 512
2018
Q2 		$7K Hold
158
– – ﹤0.01% 558
2018
Q1 		$7K Buy
+158
New +$7.41K ﹤0.01% 559

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Lee Financial's CM Position: Q4 2022 in Review

Lee Financial sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Lee Financial first reported a position in CM in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 357 funds tracked by Wall St. Rank hold CM as of Q4 2022.

  • Lee Financial reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 100 Canadian Imperial Bank of Commerce shares in Q4 2022, an estimated $4K.
  • Lee Financial first reported a position in Canadian Imperial Bank of Commerce in Q1 2018 and held it in 4 quarters.
  • Lee Financial's Canadian Imperial Bank of Commerce position peaked at $7K in Q2 2018.
  • 357 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.