Lloyd Advisory Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-1,922	Closed	-$117K	–	152
2022 Q1	$117K	Hold	1,922	–	–	0.05%	148
2021 Q4	$112K	Sell	1,922 -964	-33%	-$56.1K	0.05%	131
2021 Q3	$161K	Sell	2,886 -878	-23%	-$50.6K	0.08%	95
2021 Q2	$214K	Sell	3,764 -1,056	-22%	-$57.9K	0.11%	73
2021 Q1	$236K	Sell	4,820 -784	-14%	-$36.2K	0.13%	56
2020 Q4	$239K	Sell	5,604 -384	-6%	-$15.6K	0.13%	46
2020 Q3	$224K	Sell	5,988 -690	-10%	-$25.3K	0.14%	45
2020 Q2	$224K	Sell	6,678 -568	-8%	-$17.7K	0.14%	50
2020 Q1	$210K	Sell	7,246 -732	-9%	-$27.2K	0.16%	45
2019 Q4	$332K	Buy	+7,978	New	+$337K	0.3%	50

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Toronto Dominion Bank

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

TD Asset Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIBC World Market

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management

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

CIBC Asset Management

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