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

Mascoma 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
2023 Q2	–	Sell	-90	Closed	-$3.78K	–	506
2023 Q1	$3.78K	Buy	90 +5	+6%	+$219	﹤0.01%	504
2022 Q4	$3.44K	Buy	85 +5	+6%	+$220	﹤0.01%	528
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	498
2022 Q2	$4K	Hold	80	–	–	﹤0.01%	515
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	505
2021 Q4	$5K	Hold	80	–	–	﹤0.01%	454
2021 Q3	$4K	Buy	+80	New	+$4.61K	﹤0.01%	389
2021 Q2	–	Sell	-80	Closed	-$4K	–	165
2021 Q1	$4K	Buy	+80	New	+$3.7K	﹤0.01%	393

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

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

Mascoma Wealth Management's CM Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2023, closing a stake of 90 shares — an estimated $3.78K sold.

Mascoma Wealth Management first reported a position in CM in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 393 funds tracked by Wall St. Rank hold CM as of Q2 2023.

Mascoma Wealth Management reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 90 Canadian Imperial Bank of Commerce shares in Q2 2023, an estimated $3.78K.
Mascoma Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's Canadian Imperial Bank of Commerce position peaked at $5K in Q1 2022.
393 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.