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	–	148
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 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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Lloyd Advisory Services's CM Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2022, closing a stake of 1,922 shares — an estimated $117K sold.

Lloyd Advisory Services first reported a position in CM in Q4 2019 and held it in 10 quarters. The position peaked at $332K in Q4 2019. 397 funds tracked by Wall St. Rank hold CM as of Q2 2022.

Lloyd Advisory Services reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 1,922 Canadian Imperial Bank of Commerce shares in Q2 2022, an estimated $117K.
Lloyd Advisory Services first reported a position in Canadian Imperial Bank of Commerce in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's Canadian Imperial Bank of Commerce position peaked at $332K in Q4 2019.
397 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.