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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-270
Closed -$10K – 187
2018
Q4 		$10K Buy
+270
New +$11.5K ﹤0.01% 495

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Toronto Dominion Bank
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Bank of Nova Scotia
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CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealthspire Advisors (New York)'s CM Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2019, closing a stake of 270 shares — an estimated $10K sold.

Wealthspire Advisors (New York) first reported a position in CM in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 394 funds tracked by Wall St. Rank hold CM as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 270 Canadian Imperial Bank of Commerce shares in Q1 2019, an estimated $10K.
  • Wealthspire Advisors (New York) first reported a position in Canadian Imperial Bank of Commerce in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Canadian Imperial Bank of Commerce position peaked at $10K in Q4 2018.
  • 394 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.