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

Liberty 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
2021 Q4	–	Sell	-1,798	Closed	-$120K	–	327
2021 Q3	$120K	Buy	1,798 +434	+32%	+$25K	0.04%	252
2021 Q2	$101K	Sell	1,364 -596	-30%	-$32.7K	0.04%	216
2021 Q1	$83K	Hold	1,960	–	–	0.04%	204
2020 Q4	$83K	Buy	1,960 +932	+91%	+$38K	0.04%	202
2020 Q3	$38K	Sell	1,028 -246	-19%	-$9.01K	0.02%	274
2020 Q2	$44K	Buy	1,274 +12	+1%	+$375	0.03%	240
2020 Q1	$37K	Buy	1,262 +8	+0.6%	+$298	0.03%	246
2019 Q4	$52K	Sell	1,254 -20	-2%	-$846	0.04%	239
2019 Q3	$53K	Buy	1,274 +430	+51%	+$16.9K	0.05%	219
2019 Q2	$33K	Buy	844 +2	+0.2%	+$81	0.03%	318
2019 Q1	$33K	Buy	842 +6	+0.7%	+$249	0.02%	266
2018 Q4	$31K	Buy	+836	New	+$35.6K	0.02%	257

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

TD Asset Management

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

Toronto Dominion Bank

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market

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

CIBC Asset Management

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

1832 Asset Management

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