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

Next Financial 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
2021 Q4	$29K	Buy	492 +200	+68%	+$11.6K	﹤0.01%	1728
2021 Q3	$17K	Buy	292 +34	+13%	+$1.96K	﹤0.01%	1850
2021 Q2	$15K	Sell	258 -42	-14%	-$2.3K	﹤0.01%	1848
2021 Q1	$15K	Sell	300 -18	-6%	-$832	﹤0.01%	1732
2020 Q4	$14K	Buy	+318	New	+$13K	﹤0.01%	1659
2019 Q4	–	Sell	-52	Closed	-$2K	–	2377
2019 Q3	$2K	Hold	52	–	–	﹤0.01%	2096
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	2101
2019 Q1	$2K	Hold	52	–	–	﹤0.01%	1440
2018 Q4	$2K	Hold	52	–	–	﹤0.01%	1726
2018 Q3	$2K	Buy	+52	New	+$2.39K	﹤0.01%	1297
2014 Q4	–	Sell	-1,355	Closed	-$60K	–	1954
2014 Q3	$60K	Sell	1,355 -13	-1%	-$597	0.01%	855
2014 Q2	$61K	Buy	+1,368	New	+$59.5K	0.03%	313

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Next Financial Group's CM Position: Q4 2021 in Review

Next Financial Group increased its Canadian Imperial Bank of Commerce (CM) stake by 68% in Q4 2021, buying an estimated $11.6K and bringing the position to 492 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Next Financial Group first reported a position in CM in Q2 2014 and has held it in 12 quarters since. The position peaked at $61K in Q2 2014. 394 funds tracked by Wall St. Rank hold CM as of Q4 2021.

Next Financial Group held 492 shares of Canadian Imperial Bank of Commerce worth $29K as of Q4 2021.
Next Financial Group bought 200 Canadian Imperial Bank of Commerce shares in Q4 2021, an estimated $11.6K.
Canadian Imperial Bank of Commerce made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1728 holding.
Next Financial Group first reported a position in Canadian Imperial Bank of Commerce in Q2 2014 and has held it in 12 quarters since.
Next Financial Group's Canadian Imperial Bank of Commerce position peaked at $61K in Q2 2014.
394 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.