Patriot Financial Group Insurance Agency’s Canadian Imperial Bank of Commerce CM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-800	Closed	-$39K	–	674
2022 Q2	$39K	Hold	800	–	–	0.01%	801
2022 Q1	$49K	Sell	800 -500	-38%	-$31.6K	0.01%	783
2021 Q4	$76K	Hold	1,300	–	–	0.01%	733
2021 Q3	$72K	Sell	1,300 -2	-0.2%	-$115	0.01%	746
2021 Q2	$74K	Hold	1,302	–	–	0.01%	712
2021 Q1	$64K	Buy	1,302 +500	+62%	+$23.1K	0.01%	688
2020 Q4	$34K	Hold	802	–	–	0.01%	805
2020 Q3	$30K	Hold	802	–	–	0.01%	669
2020 Q2	$27K	Sell	802 -28	-3%	-$874	0.01%	667
2020 Q1	$24K	Hold	830	–	–	0.01%	609
2019 Q4	$35K	Hold	830	–	–	0.01%	545
2019 Q3	$34K	Buy	830 +4	+0.5%	+$157	0.02%	513
2019 Q2	$33K	Sell	826 -8	-1%	-$322	0.01%	520
2019 Q1	$33K	Buy	834 +34	+4%	+$1.41K	0.02%	449
2018 Q4	$30K	Hold	800	–	–	0.02%	399
2018 Q3	$38K	Buy	+800	New	+$36.8K	0.02%	351
2018 Q2	–	Sell	-56	Closed	-$2K	–	639
2018 Q1	$2K	Hold	56	–	–	﹤0.01%	857
2017 Q4	$3K	Buy	56 +28	+100%	+$1.27K	﹤0.01%	801
2017 Q3	$1K	Buy	+28	New	+$1.2K	﹤0.01%	867

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2022, closing a stake of 800 shares — an estimated $39K sold.

Patriot Financial Group Insurance Agency first reported a position in CM in Q3 2017 and held it in 19 quarters. The position peaked at $76K in Q4 2021. 371 funds tracked by Wall St. Rank hold CM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 800 Canadian Imperial Bank of Commerce shares in Q3 2022, an estimated $39K.
Patriot Financial Group Insurance Agency first reported a position in Canadian Imperial Bank of Commerce in Q3 2017 and held it in 19 quarters.
Patriot Financial Group Insurance Agency's Canadian Imperial Bank of Commerce position peaked at $76K in Q4 2021.
371 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.