Pathstone Family Office’s Canadian Imperial Bank of Commerce CM Stock Holding History

Pathstone Family Office’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
2022 Q4	–	Sell	-4,839	Closed	-$216K	–	1318
2022 Q3	$216K	Buy	4,839 +560	+13%	+$27.3K	﹤0.01%	1069
2022 Q2	$208K	Buy	4,279 +653	+18%	+$35.6K	﹤0.01%	952
2022 Q1	$241K	Sell	3,626 -130	-3%	-$8.21K	0.01%	833
2021 Q4	$228K	Hold	3,756	–	–	0.01%	801
2021 Q3	$209K	Hold	3,756	–	–	0.01%	804
2021 Q2	$214K	Buy	+3,756	New	+$206K	0.01%	754
2021 Q1	–	Sell	-3,756	Closed	-$161K	–	791
2020 Q4	$161K	Hold	3,756	–	–	0.01%	293
2020 Q3	$140K	Buy	3,756 +130	+4%	+$4.76K	0.02%	232
2020 Q2	$121K	Sell	3,626 -550	-13%	-$17.2K	0.01%	204
2020 Q1	$121K	Buy	4,176 +508	+14%	+$18.9K	0.02%	208
2019 Q4	$153K	Buy	3,668 +42	+1%	+$1.78K	0.02%	175
2019 Q3	$150K	Hold	3,626	–	–	0.02%	168
2019 Q2	$142K	Sell	3,626 -132	-4%	-$5.32K	0.02%	224
2019 Q1	$148K	Buy	+3,758	New	+$156K	0.02%	196

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

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Pathstone Family Office's CM Position: Q4 2022 in Review

Pathstone Family Office sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2022, closing a stake of 4,839 shares — an estimated $216K sold.

Pathstone Family Office first reported a position in CM in Q1 2019 and held it in 14 quarters. The position peaked at $241K in Q1 2022. 357 funds tracked by Wall St. Rank hold CM as of Q4 2022.

Pathstone Family Office reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2022 after selling out during the quarter.
Pathstone Family Office sold 4,839 Canadian Imperial Bank of Commerce shares in Q4 2022, an estimated $216K.
Pathstone Family Office first reported a position in Canadian Imperial Bank of Commerce in Q1 2019 and held it in 14 quarters.
Pathstone Family Office's Canadian Imperial Bank of Commerce position peaked at $241K in Q1 2022.
357 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.