Lenox Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Lenox Wealth Management’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
2020 Q2	$1K	Sell	32 -26	-45%	-$812	﹤0.01%	688
2020 Q1	$1K	Buy	+58	New	+$2.16K	﹤0.01%	655
2018 Q4	–	Sell	-52	Closed	-$2K	–	644
2018 Q3	$2K	Hold	52	–	–	﹤0.01%	573
2018 Q2	$2K	Sell	52 -24	-32%	-$1.06K	﹤0.01%	500
2018 Q1	$2K	Buy	+76	New	+$3.56K	﹤0.01%	439

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Lenox Wealth Management's CM Position: Q2 2020 in Review

Lenox Wealth Management reduced its Canadian Imperial Bank of Commerce (CM) stake by 45% in Q2 2020, selling an estimated $812 and leaving 32 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Lenox Wealth Management first reported a position in CM in Q1 2018 and has held it in 5 quarters since. The position peaked at $2K in Q3 2018. 323 funds tracked by Wall St. Rank hold CM as of Q2 2020.

Lenox Wealth Management held 32 shares of Canadian Imperial Bank of Commerce worth $1K as of Q2 2020.
Lenox Wealth Management sold 26 Canadian Imperial Bank of Commerce shares in Q2 2020, an estimated $812.
Canadian Imperial Bank of Commerce made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #688 holding.
Lenox Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q1 2018 and has held it in 5 quarters since.
Lenox Wealth Management's Canadian Imperial Bank of Commerce position peaked at $2K in Q3 2018.
323 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.