Wealthspire Advisors (Maryland)’s Canadian Imperial Bank of Commerce CM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,158	Closed	-$46K	–	753
2019 Q1	$46K	Sell	1,158 -28	-2%	-$1.16K	﹤0.01%	923
2018 Q4	$44K	Sell	1,186 -86	-7%	-$3.66K	﹤0.01%	910
2018 Q3	$60K	Sell	1,272 -128	-9%	-$5.88K	﹤0.01%	901
2018 Q2	$61K	Sell	1,400 -238	-15%	-$10.5K	0.01%	902
2018 Q1	$72K	Sell	1,638 -148	-8%	-$6.94K	0.01%	839
2017 Q4	$87K	Buy	1,786 +516	+41%	+$23.5K	0.01%	767
2017 Q3	$56K	Buy	1,270 +652	+106%	+$27.9K	0.01%	927
2017 Q2	$25K	Buy	618 +8	+1%	+$323	﹤0.01%	1177
2017 Q1	$26K	Buy	610 +30	+5%	+$1.3K	﹤0.01%	992
2016 Q4	$24K	Hold	580	–	–	﹤0.01%	963
2016 Q3	$22K	Hold	580	–	–	﹤0.01%	1024
2016 Q2	$22K	Hold	580	–	–	﹤0.01%	966
2016 Q1	$22K	Hold	580	–	–	﹤0.01%	940
2015 Q4	$19K	Buy	+580	New	+$21.3K	﹤0.01%	982

Other funds holding CM

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

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

Wealthspire Advisors (Maryland)'s CM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2019, closing a stake of 1,158 shares — an estimated $46K sold.

Wealthspire Advisors (Maryland) first reported a position in CM in Q4 2015 and held it in 14 quarters. The position peaked at $87K in Q4 2017. 372 funds tracked by Wall St. Rank hold CM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,158 Canadian Imperial Bank of Commerce shares in Q2 2019, an estimated $46K.
Wealthspire Advisors (Maryland) first reported a position in Canadian Imperial Bank of Commerce in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Canadian Imperial Bank of Commerce position peaked at $87K in Q4 2017.
372 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.