Amplius Wealth Advisors’s Comerica CMA Stock Holding History

Amplius Wealth 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
2022 Q1	–	Sell	-86	Closed	-$7K	–	298
2021 Q4	$7K	Buy	+86	New	+$7.38K	﹤0.01%	653

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amplius Wealth Advisors's CMA Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Comerica (CMA) in Q1 2022, closing a stake of 86 shares — an estimated $7K sold.

Amplius Wealth Advisors first reported a position in CMA in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 607 funds tracked by Wall St. Rank hold CMA as of Q1 2022.

Amplius Wealth Advisors reported no remaining Comerica position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 86 Comerica shares in Q1 2022, an estimated $7K.
Amplius Wealth Advisors first reported a position in Comerica in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Comerica position peaked at $7K in Q4 2021.
607 funds tracked by Wall St. Rank held Comerica as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.