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

Outlook 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
2020 Q1	–	Sell	-8,060	Closed	-$335K	–	158
2019 Q4	$335K	Sell	8,060 -6,958	-46%	-$294K	0.19%	109
2019 Q3	$620K	Buy	15,018 +4,758	+46%	+$187K	0.37%	56
2019 Q2	$403K	Buy	10,260 +288	+3%	+$11.6K	0.27%	95
2019 Q1	$394K	Sell	9,972 -9,428	-49%	-$391K	0.32%	79
2018 Q4	$723K	Buy	+19,400	New	+$825K	0.33%	75

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Outlook Wealth Advisors's CM Position: Q1 2020 in Review

Outlook Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2020, closing a stake of 8,060 shares — an estimated $335K sold.

Outlook Wealth Advisors first reported a position in CM in Q4 2018 and held it in 5 quarters. The position peaked at $723K in Q4 2018. 339 funds tracked by Wall St. Rank hold CM as of Q1 2020.

Outlook Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 8,060 Canadian Imperial Bank of Commerce shares in Q1 2020, an estimated $335K.
Outlook Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2018 and held it in 5 quarters.
Outlook Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $723K in Q4 2018.
339 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2020.

Based on Outlook Wealth Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.