Mount Yale Investment Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-602	Closed	-$42.6K	–	841
2025 Q2	$42.6K	Buy	+602	New	+$38.7K	﹤0.01%	859
2023 Q4	–	Sell	-6,847	Closed	-$264K	–	507
2023 Q3	$264K	Buy	6,847 +325	+5%	+$13.4K	0.03%	414
2023 Q2	$278K	Buy	6,522 +514	+9%	+$21.7K	0.03%	408
2023 Q1	$255K	Buy	+6,008	New	+$264K	0.03%	416
2022 Q4	–	Sell	-5,409	Closed	-$237K	–	461
2022 Q3	$237K	Buy	5,409 +612	+13%	+$29.8K	0.03%	386
2022 Q2	$233K	Buy	+4,797	New	+$261K	0.03%	414
2018 Q4	–	Sell	-2,048	Closed	-$90K	–	404
2018 Q3	$90K	Buy	2,048 +700	+52%	+$32.2K	0.02%	470
2018 Q2	$59K	Buy	1,348 +364	+37%	+$16K	0.01%	599
2018 Q1	$43K	Buy	+984	New	+$46.1K	0.01%	635

Other funds holding CM

Royal Bank of Canada

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Bank of Nova Scotia

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

National Bank of Canada

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

CIBC World Market

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

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return