Realta Investment Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Realta Investment 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
2022 Q2	–	Sell	-3,918	Closed	-$238K	–	400
2022 Q1	$238K	Sell	3,918 -172	-4%	-$10.9K	0.05%	343
2021 Q4	$238K	Sell	4,090 -352	-8%	-$20.5K	0.05%	364
2021 Q3	$247K	Sell	4,442 -524	-11%	-$30.2K	0.06%	341
2021 Q2	$283K	Sell	4,966 -854	-15%	-$46.8K	0.07%	299
2021 Q1	$285K	Sell	5,820 -1,158	-17%	-$53.5K	0.08%	288
2020 Q4	$298K	Sell	6,978 -630	-8%	-$25.7K	0.08%	251
2020 Q3	$284K	Buy	+7,608	New	+$278K	0.1%	229
2020 Q1	–	Sell	-7,696	Closed	-$334K	–	486
2019 Q4	$334K	Buy	7,696 +14	+0.2%	+$592	0.09%	248
2019 Q3	$316K	Buy	7,682 +214	+3%	+$8.41K	0.09%	251
2019 Q2	$295K	Sell	7,468 -938	-11%	-$37.8K	0.08%	262
2019 Q1	$332K	Buy	+8,406	New	+$349K	0.15%	189

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 $123B AUM 34.51% 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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Realta Investment Advisors's CM Position: Q2 2022 in Review

Realta Investment Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2022, closing a stake of 3,918 shares — an estimated $238K sold.

Realta Investment Advisors first reported a position in CM in Q1 2019 and held it in 11 quarters. The position peaked at $334K in Q4 2019. 398 funds tracked by Wall St. Rank hold CM as of Q2 2022.

Realta Investment Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2022 after selling out during the quarter.
Realta Investment Advisors sold 3,918 Canadian Imperial Bank of Commerce shares in Q2 2022, an estimated $238K.
Realta Investment Advisors first reported a position in Canadian Imperial Bank of Commerce in Q1 2019 and held it in 11 quarters.
Realta Investment Advisors's Canadian Imperial Bank of Commerce position peaked at $334K in Q4 2019.
398 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2022.

Based on Realta Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.