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Montag & Associates’s Canadian Imperial Bank of Commerce CM Stock Holding History

Montag & Associates’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
Q3 		– Sell
-2,380
Closed -$135K – 870
2021
Q2 		$135K Buy
+2,380
New +$130K 0.01% 436

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Montag & Associates's CM Position: Q3 2021 in Review

Montag & Associates sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2021, closing a stake of 2,380 shares — an estimated $135K sold.

Montag & Associates first reported a position in CM in Q2 2021 and held it in 1 quarter. The position peaked at $135K in Q2 2021. 400 funds tracked by Wall St. Rank hold CM as of Q3 2021.

  • Montag & Associates reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2021 after selling out during the quarter.
  • Montag & Associates sold 2,380 Canadian Imperial Bank of Commerce shares in Q3 2021, an estimated $135K.
  • Montag & Associates first reported a position in Canadian Imperial Bank of Commerce in Q2 2021 and held it in 1 quarter.
  • Montag & Associates's Canadian Imperial Bank of Commerce position peaked at $135K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2021.

Based on Montag & Associates's 13F filing for Q3 2021, filed 8 Nov 2021.