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	–	755
2021 Q1	$82K	Buy	+1,670	New	+$77.2K	﹤0.01%	680
2020 Q3	–	Sell	-678	Closed	-$23K	–	1688
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

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

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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