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Wellington Wealth Strategies’s Canadian Imperial Bank of Commerce CM Stock Holding History

Wellington Wealth Strategies’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
2024
Q1 		– Sell
-4,374
Closed -$211K – 159
2023
Q4 		$211K Buy
+4,374
New +$175K 0.18% 84
2020
Q4 		$211K Buy
+8,748
New +$356K 0.18% 83

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Wealth Strategies's CM Position: Q1 2024 in Review

Wellington Wealth Strategies sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2024, closing a stake of 4,374 shares — an estimated $211K sold.

Wellington Wealth Strategies first reported a position in CM in Q4 2020 and held it in 2 quarters. The position peaked at $211K in Q4 2023. 401 funds tracked by Wall St. Rank hold CM as of Q1 2024.

  • Wellington Wealth Strategies reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 4,374 Canadian Imperial Bank of Commerce shares in Q1 2024, an estimated $211K.
  • Wellington Wealth Strategies first reported a position in Canadian Imperial Bank of Commerce in Q4 2020 and held it in 2 quarters.
  • Wellington Wealth Strategies's Canadian Imperial Bank of Commerce position peaked at $211K in Q4 2023.
  • 401 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2024.

Based on Wellington Wealth Strategies's 13F filing for Q1 2024, filed 14 May 2024.