AIA
CMA

Affinity Investment Advisors’s Comerica CMA Stock Holding History

Affinity Investment Advisors’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,171
Closed -$880K – 190
2022
Q4 		$880K Buy
13,171
+202
+2% +$14K 0.41% 86
2022
Q3 		$922K Buy
12,969
+141
+1% +$11.1K 0.48% 66
2022
Q2 		$941K Buy
12,828
+4,069
+46% +$329K 0.46% 65
2022
Q1 		$792K Buy
+8,759
New +$826K 0.32% 113
2018
Q3 		– Sell
-25,844
Closed -$2.35M – 149
2018
Q2 		$2.35M Sell
25,844
-76
-0.3% -$7.28K 0.33% 73
2018
Q1 		$2.49M Hold
25,920
– – 0.29% 68
2017
Q4 		$2.25M Buy
+25,920
New +$2.09M 0.26% 75

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Affinity Investment Advisors's CMA Position: Q1 2023 in Review

Affinity Investment Advisors sold out of Comerica (CMA) in Q1 2023, closing a stake of 13,171 shares — an estimated $880K sold.

Affinity Investment Advisors first reported a position in CMA in Q4 2017 and held it in 7 quarters. The position peaked at $2.49M in Q1 2018. 515 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • Affinity Investment Advisors reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • Affinity Investment Advisors sold 13,171 Comerica shares in Q1 2023, an estimated $880K.
  • Affinity Investment Advisors first reported a position in Comerica in Q4 2017 and held it in 7 quarters.
  • Affinity Investment Advisors's Comerica position peaked at $2.49M in Q1 2018.
  • 515 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on Affinity Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.