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

Resurgent 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
Q1 		– Sell
-4,206
Closed -$170K – 511
2022
Q4 		$170K Buy
+4,206
New +$185K 0.09% 223

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Resurgent Financial Advisors's CM Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2023, closing a stake of 4,206 shares — an estimated $170K sold.

Resurgent Financial Advisors first reported a position in CM in Q4 2022 and held it in 1 quarter. The position peaked at $170K in Q4 2022. 382 funds tracked by Wall St. Rank hold CM as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 4,206 Canadian Imperial Bank of Commerce shares in Q1 2023, an estimated $170K.
  • Resurgent Financial Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Canadian Imperial Bank of Commerce position peaked at $170K in Q4 2022.
  • 382 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.