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

Simplicity Wealth’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
2024
Q3 		– Sell
-6,448
Closed -$307K – 618
2024
Q2 		$307K Buy
6,448
+240
+4% +$11.6K 0.01% 936
2024
Q1 		$315K Buy
+6,208
New +$293K 0.01% 900

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Simplicity Wealth's CM Position: Q3 2024 in Review

Simplicity Wealth sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2024, closing a stake of 6,448 shares — an estimated $307K sold.

Simplicity Wealth first reported a position in CM in Q1 2024 and held it in 2 quarters. The position peaked at $315K in Q1 2024. 439 funds tracked by Wall St. Rank hold CM as of Q3 2024.

  • Simplicity Wealth reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,448 Canadian Imperial Bank of Commerce shares in Q3 2024, an estimated $307K.
  • Simplicity Wealth first reported a position in Canadian Imperial Bank of Commerce in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Canadian Imperial Bank of Commerce position peaked at $315K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.