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

Vestmark Advisory 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 Q3	–	Sell	-7,199	Closed	-$307K	–	494
2023 Q2	$307K	Buy	7,199 +409	+6%	+$17.3K	0.01%	704
2023 Q1	$288K	Buy	+6,790	New	+$298K	0.01%	715
2022 Q2	–	Sell	-3,684	Closed	-$224K	–	857
2022 Q1	$224K	Buy	3,684 +168	+5%	+$10.6K	0.01%	819
2021 Q4	$205K	Sell	3,516 -1,864	-35%	-$108K	0.01%	824
2021 Q3	$299K	Buy	+5,380	New	+$310K	0.02%	667

Other funds holding CM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Vestmark Advisory Solutions's CM Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2023, closing a stake of 7,199 shares — an estimated $307K sold.

Vestmark Advisory Solutions first reported a position in CM in Q3 2021 and held it in 5 quarters. The position peaked at $307K in Q2 2023. 359 funds tracked by Wall St. Rank hold CM as of Q3 2023.

Vestmark Advisory Solutions reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 7,199 Canadian Imperial Bank of Commerce shares in Q3 2023, an estimated $307K.
Vestmark Advisory Solutions first reported a position in Canadian Imperial Bank of Commerce in Q3 2021 and held it in 5 quarters.
Vestmark Advisory Solutions's Canadian Imperial Bank of Commerce position peaked at $307K in Q2 2023.
359 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.