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

Valeo 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
2021 Q2	–	Sell	-1,670	Closed	-$82K	–	753
2021 Q1	$82K	Buy	+1,670	New	+$77.2K	﹤0.01%	680
2020 Q3	–	Sell	-678	Closed	-$23K	–	1686
2020 Q2	$23K	Buy	678 +130	+24%	+$4.06K	﹤0.01%	1005
2020 Q1	$17K	Hold	548	–	–	﹤0.01%	929
2019 Q4	$23K	Buy	+548	New	+$23.2K	﹤0.01%	884
2018 Q2	–	Sell	-108	Closed	-$5K	–	1630
2018 Q1	$5K	Buy	+108	New	+$5.06K	﹤0.01%	1119

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Valeo Financial Advisors's CM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2021, closing a stake of 1,670 shares — an estimated $82K sold.

Valeo Financial Advisors first reported a position in CM in Q1 2018 and held it in 5 quarters. The position peaked at $82K in Q1 2021. 392 funds tracked by Wall St. Rank hold CM as of Q2 2021.

Valeo Financial Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,670 Canadian Imperial Bank of Commerce shares in Q2 2021, an estimated $82K.
Valeo Financial Advisors first reported a position in Canadian Imperial Bank of Commerce in Q1 2018 and held it in 5 quarters.
Valeo Financial Advisors's Canadian Imperial Bank of Commerce position peaked at $82K in Q1 2021.
392 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.