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WR Wealth Planners’s Canadian Imperial Bank of Commerce CM Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-35
Closed -$1.77K – 1157
2024
Q1 		$1.77K Buy
+35
New +$1.65K ﹤0.01% 894

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

WR Wealth Planners's CM Position: Q2 2024 in Review

WR Wealth Planners sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2024, closing a stake of 35 shares — an estimated $1.77K sold.

WR Wealth Planners first reported a position in CM in Q1 2024 and held it in 1 quarter. The position peaked at $1.77K in Q1 2024. 389 funds tracked by Wall St. Rank hold CM as of Q2 2024.

  • WR Wealth Planners reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 35 Canadian Imperial Bank of Commerce shares in Q2 2024, an estimated $1.77K.
  • WR Wealth Planners first reported a position in Canadian Imperial Bank of Commerce in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's Canadian Imperial Bank of Commerce position peaked at $1.77K in Q1 2024.
  • 389 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.