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

Sequoia 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
2026
Q1 		$955K Buy
10,079
+363
+4% +$34.7K 0.01% 919
2025
Q4 		$880K Buy
9,716
+114
+1% +$9.78K ﹤0.01% 956
2025
Q3 		$767K Buy
9,602
+3,098
+48% +$233K ﹤0.01% 919
2025
Q2 		$461K Buy
+6,504
New +$419K ﹤0.01% 1043
2025
Q1 		– Sell
-3,977
Closed -$251K – 1390
2024
Q4 		$251K Buy
3,977
+279
+8% +$17.7K ﹤0.01% 1106
2024
Q3 		$227K Buy
+3,698
New +$200K ﹤0.01% 1109
2023
Q4 		– Sell
-6,806
Closed -$263K – 1213
2023
Q3 		$263K Sell
6,806
-546
-7% -$22.5K ﹤0.01% 740
2023
Q2 		$314K Buy
7,352
+942
+15% +$39.8K 0.01% 680
2023
Q1 		$272K Buy
+6,410
New +$281K 0.01% 662

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return