Simplicity Solutions’s Canadian Imperial Bank of Commerce CM Stock Holding History

Simplicity Solutions’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	$284K	Buy	5,894 +17	+0.3%	+$680	0.01%	858
2023 Q3	$227K	Buy	5,877 +333	+6%	+$13.8K	0.01%	859
2023 Q2	$237K	Buy	5,544 +366	+7%	+$15.5K	0.01%	916
2023 Q1	$220K	Buy	+5,178	New	+$227K	0.01%	975
2021 Q1	–	Sell	-19,596	Closed	-$837K	–	554
2020 Q4	$837K	Sell	19,596 -9,178	-32%	-$374K	0.01%	587
2020 Q3	$1.07M	Sell	28,774 -3,188	-10%	-$117K	0.02%	463
2020 Q2	$1.07M	Buy	31,962 +978	+3%	+$30.5K	0.02%	454
2020 Q1	$898K	Buy	30,984 +1,850	+6%	+$68.8K	0.03%	364
2019 Q4	$1.21M	Buy	29,134 +10,362	+55%	+$438K	0.04%	348
2019 Q3	$775K	Buy	18,772 +5,114	+37%	+$201K	0.03%	346
2019 Q2	$536K	Buy	13,658 +2,180	+19%	+$87.8K	0.02%	344
2019 Q1	$454K	Sell	11,478 -1,198	-9%	-$49.7K	0.03%	426
2018 Q4	$472K	Sell	12,676 -8,322	-40%	-$354K	0.06%	324
2018 Q3	$984K	Buy	20,998 +8,580	+69%	+$394K	0.06%	170
2018 Q2	$539K	Buy	12,418 +3,898	+46%	+$172K	0.04%	238
2018 Q1	$376K	Buy	8,520 +1,038	+14%	+$48.7K	0.03%	244
2017 Q4	$364K	Buy	+7,482	New	+$341K	0.04%	262

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Simplicity Solutions's CM Position: Q4 2023 in Review

Simplicity Solutions increased its Canadian Imperial Bank of Commerce (CM) stake by 0.29% in Q4 2023, buying an estimated $680 and bringing the position to 5,894 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #858.

Simplicity Solutions first reported a position in CM in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.21M in Q4 2019. 393 funds tracked by Wall St. Rank hold CM as of Q4 2023.

Simplicity Solutions held 5,894 shares of Canadian Imperial Bank of Commerce worth $284K as of Q4 2023.
Simplicity Solutions bought 17 Canadian Imperial Bank of Commerce shares in Q4 2023, an estimated $680.
Canadian Imperial Bank of Commerce made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #858 holding.
Simplicity Solutions first reported a position in Canadian Imperial Bank of Commerce in Q4 2017 and has held it in 17 quarters since.
Simplicity Solutions's Canadian Imperial Bank of Commerce position peaked at $1.21M in Q4 2019.
393 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.