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

Marcum Wealth’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
Q2 		– Sell
-4,374
Closed -$214K – 345
2021
Q1 		$214K Buy
+4,374
New +$202K 0.04% 272

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B 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 $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Marcum Wealth's CM Position: Q2 2021 in Review

Marcum Wealth sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2021, closing a stake of 4,374 shares — an estimated $214K sold.

Marcum Wealth first reported a position in CM in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 391 funds tracked by Wall St. Rank hold CM as of Q2 2021.

  • Marcum Wealth reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2021 after selling out during the quarter.
  • Marcum Wealth sold 4,374 Canadian Imperial Bank of Commerce shares in Q2 2021, an estimated $214K.
  • Marcum Wealth first reported a position in Canadian Imperial Bank of Commerce in Q1 2021 and held it in 1 quarter.
  • Marcum Wealth's Canadian Imperial Bank of Commerce position peaked at $214K in Q1 2021.
  • 391 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2021.

Based on Marcum Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.