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Opal Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-141
Closed -$6.7K – 378
2024
Q2 		$6.7K Buy
+141
New +$6.83K ﹤0.01% 739

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Opal Wealth Advisors's CM Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2024, closing a stake of 141 shares — an estimated $6.7K sold.

Opal Wealth Advisors first reported a position in CM in Q2 2024 and held it in 1 quarter. The position peaked at $6.7K in Q2 2024. 439 funds tracked by Wall St. Rank hold CM as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 141 Canadian Imperial Bank of Commerce shares in Q3 2024, an estimated $6.7K.
  • Opal Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $6.7K in Q2 2024.
  • 439 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.