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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Liberty Wealth Management's CM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2021, closing a stake of 1,798 shares — an estimated $120K sold.

Liberty Wealth Management first reported a position in CM in Q4 2018 and held it in 12 quarters. The position peaked at $120K in Q3 2021. 394 funds tracked by Wall St. Rank hold CM as of Q4 2021.

Liberty Wealth Management reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,798 Canadian Imperial Bank of Commerce shares in Q4 2021, an estimated $120K.
Liberty Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Canadian Imperial Bank of Commerce position peaked at $120K in Q3 2021.
394 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.