Morton Brown Family Wealth’s Canadian Imperial Bank of Commerce CM Stock Holding History

Morton Brown Family 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
2022 Q4	–	Sell	-48	Closed	-$2K	–	179
2022 Q3	$2K	Buy	+48	New	+$2.34K	﹤0.01%	170

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Morton Brown Family Wealth's CM Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2022, closing a stake of 48 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in CM in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 358 funds tracked by Wall St. Rank hold CM as of Q4 2022.

Morton Brown Family Wealth reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 48 Canadian Imperial Bank of Commerce shares in Q4 2022, an estimated $2K.
Morton Brown Family Wealth first reported a position in Canadian Imperial Bank of Commerce in Q3 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Canadian Imperial Bank of Commerce position peaked at $2K in Q3 2022.
358 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.