Wealthcare Advisory Partners’s Canadian Imperial Bank of Commerce CM Stock Holding History

Wealthcare Advisory Partners’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
2020 Q1	–	Sell	-2,050	Closed	-$85K	–	1491
2019 Q4	$85K	Buy	2,050 +750	+58%	+$31.7K	0.01%	432
2019 Q3	$54K	Hold	1,300	–	–	0.01%	512
2019 Q2	$51K	Hold	1,300	–	–	0.01%	496
2019 Q1	$51K	Buy	1,300 +100	+8%	+$4.15K	0.01%	455
2018 Q4	$45K	Hold	1,200	–	–	0.01%	446
2018 Q3	$56K	Hold	1,200	–	–	0.01%	442
2018 Q2	$52K	Buy	1,200 +200	+20%	+$8.81K	0.01%	452
2018 Q1	$44K	Buy	1,000 +500	+100%	+$23.4K	0.01%	426
2017 Q4	$24K	Hold	500	–	–	0.01%	501
2017 Q3	$22K	Buy	+500	New	+$21.4K	0.01%	411

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

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Wealthcare Advisory Partners's CM Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2020, closing a stake of 2,050 shares — an estimated $85K sold.

Wealthcare Advisory Partners first reported a position in CM in Q3 2017 and held it in 10 quarters. The position peaked at $85K in Q4 2019. 339 funds tracked by Wall St. Rank hold CM as of Q1 2020.

Wealthcare Advisory Partners reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,050 Canadian Imperial Bank of Commerce shares in Q1 2020, an estimated $85K.
Wealthcare Advisory Partners first reported a position in Canadian Imperial Bank of Commerce in Q3 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's Canadian Imperial Bank of Commerce position peaked at $85K in Q4 2019.
339 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.