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

Providence 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
2018
Q4 		– Sell
-4,560
Closed -$214K – 83
2018
Q3 		$214K Buy
+4,560
New +$209K 0.2% 82

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Providence Wealth Advisors's CM Position: Q4 2018 in Review

Providence Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2018, closing a stake of 4,560 shares — an estimated $214K sold.

Providence Wealth Advisors first reported a position in CM in Q3 2018 and held it in 1 quarter. The position peaked at $214K in Q3 2018. 390 funds tracked by Wall St. Rank hold CM as of Q4 2018.

  • Providence Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2018 after selling out during the quarter.
  • Providence Wealth Advisors sold 4,560 Canadian Imperial Bank of Commerce shares in Q4 2018, an estimated $214K.
  • Providence Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q3 2018 and held it in 1 quarter.
  • Providence Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $214K in Q3 2018.
  • 390 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2018.

Based on Providence Wealth Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.