Plante Moran Financial Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Plante Moran Financial 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
2023 Q4	–	Sell	-1,104	Closed	-$42.6K	–	825
2023 Q3	$42.6K	Hold	1,104	–	–	0.01%	310
2023 Q2	$47.1K	Hold	1,104	–	–	0.01%	311
2023 Q1	$46.8K	Hold	1,104	–	–	0.01%	300
2022 Q4	$44.7K	Hold	1,104	–	–	0.01%	325
2022 Q3	$48K	Hold	1,104	–	–	0.01%	314
2022 Q2	$54K	Sell	1,104 -824	-43%	-$44.9K	0.01%	305
2022 Q1	$117K	Hold	1,928	–	–	0.02%	209
2021 Q4	$112K	Hold	1,928	–	–	0.02%	233
2021 Q3	$107K	Hold	1,928	–	–	0.02%	262
2021 Q2	$110K	Hold	1,928	–	–	0.03%	238
2021 Q1	$94K	Hold	1,928	–	–	0.03%	252
2020 Q4	$82K	Buy	+1,928	New	+$78.5K	0.03%	279
2018 Q4	–	Sell	-3,930	Closed	-$184K	–	896
2018 Q3	$184K	Hold	3,930	–	–	0.06%	157
2018 Q2	$171K	Hold	3,930	–	–	0.09%	181
2018 Q1	$173K	Hold	3,930	–	–	0.09%	166
2017 Q4	$191K	Hold	3,930	–	–	0.11%	144
2017 Q3	$172K	Buy	3,930 +700	+22%	+$30K	0.1%	146
2017 Q2	$131K	Hold	3,230	–	–	0.08%	167
2017 Q1	$139K	Hold	3,230	–	–	0.08%	167
2016 Q4	$132K	Hold	3,230	–	–	0.08%	182
2016 Q3	$125K	Hold	3,230	–	–	0.08%	171
2016 Q2	$121K	Buy	3,230 +500	+18%	+$19.5K	0.09%	160
2016 Q1	$102K	Hold	2,730	–	–	0.08%	175
2015 Q4	$90K	Hold	2,730	–	–	0.07%	203
2015 Q3	$98K	Buy	2,730 +150	+6%	+$5.3K	0.08%	178
2015 Q2	$95K	Hold	2,580	–	–	0.07%	204
2015 Q1	$94K	Sell	2,580 -28	-1%	-$1.04K	0.07%	194
2014 Q4	$111K	Buy	+2,608	New	+$115K	0.08%	174

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Plante Moran Financial Advisors's CM Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2023, closing a stake of 1,104 shares — an estimated $42.6K sold.

Plante Moran Financial Advisors first reported a position in CM in Q4 2014 and held it in 28 quarters. The position peaked at $191K in Q4 2017. 393 funds tracked by Wall St. Rank hold CM as of Q4 2023.

Plante Moran Financial Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,104 Canadian Imperial Bank of Commerce shares in Q4 2023, an estimated $42.6K.
Plante Moran Financial Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2014 and held it in 28 quarters.
Plante Moran Financial Advisors's Canadian Imperial Bank of Commerce position peaked at $191K in Q4 2017.
393 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.