Walled Lake Planning & Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Walled Lake Planning & Wealth Management’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
2022 Q2	–	Sell	-4,876	Closed	-$297K	–	79
2022 Q1	$297K	Buy	4,876 +50	+1%	+$3.16K	0.18%	65
2021 Q4	$281K	Sell	4,826 -7,574	-61%	-$441K	0.16%	71
2021 Q3	$690K	Buy	+12,400	New	+$714K	0.43%	38

Other funds holding CM

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's CM Position: Q2 2022 in Review

Walled Lake Planning & Wealth Management sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2022, closing a stake of 4,876 shares — an estimated $297K sold.

Walled Lake Planning & Wealth Management first reported a position in CM in Q3 2021 and held it in 3 quarters. The position peaked at $690K in Q3 2021. 398 funds tracked by Wall St. Rank hold CM as of Q2 2022.

Walled Lake Planning & Wealth Management reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 4,876 Canadian Imperial Bank of Commerce shares in Q2 2022, an estimated $297K.
Walled Lake Planning & Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q3 2021 and held it in 3 quarters.
Walled Lake Planning & Wealth Management's Canadian Imperial Bank of Commerce position peaked at $690K in Q3 2021.
398 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.