Newbridge Financial Services Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-496	Closed	-$19.2K	–	1194
2023 Q3	$19.2K	Buy	496 +5	+1%	+$206	0.01%	652
2023 Q2	$21K	Buy	491 +6	+1%	+$253	0.01%	683
2023 Q1	$20.6K	Buy	485 +6	+1%	+$263	0.01%	711
2022 Q4	$19.4K	Buy	479 +5	+1%	+$220	0.01%	731
2022 Q3	$21K	Buy	474 +6	+1%	+$292	0.01%	679
2022 Q2	$23K	Buy	468 +4	+0.9%	+$218	0.01%	618
2022 Q1	$28K	Buy	464 +4	+0.9%	+$253	0.01%	623
2021 Q4	$27K	Buy	460 +4	+0.9%	+$233	0.01%	630
2021 Q3	$25K	Buy	456 +4	+0.9%	+$230	0.02%	595
2021 Q2	$26K	Buy	452 +4	+0.9%	+$219	0.02%	692
2021 Q1	$22K	Buy	+448	New	+$20.7K	0.02%	666

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

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Newbridge Financial Services Group's CM Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2023, closing a stake of 496 shares — an estimated $19.2K sold.

Newbridge Financial Services Group first reported a position in CM in Q1 2021 and held it in 11 quarters. The position peaked at $28K in Q1 2022. 393 funds tracked by Wall St. Rank hold CM as of Q4 2023.

Newbridge Financial Services Group reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 496 Canadian Imperial Bank of Commerce shares in Q4 2023, an estimated $19.2K.
Newbridge Financial Services Group first reported a position in Canadian Imperial Bank of Commerce in Q1 2021 and held it in 11 quarters.
Newbridge Financial Services Group's Canadian Imperial Bank of Commerce position peaked at $28K in Q1 2022.
393 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.