AWA
CMA

Arkadios Wealth Advisors’s Comerica CMA Stock Holding History

Arkadios 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
-2,504
Closed -$218K – 567
2021
Q4 		$218K Sell
2,504
-792
-24% -$68K 0.03% 530
2021
Q3 		$265K Buy
3,296
+3,219
+4,181% +$232K 0.04% 433
2021
Q2 		$5K Buy
+77
New +$5.71K ﹤0.01% 1717

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Comerica (CMA) in Q1 2022, closing a stake of 2,504 shares — an estimated $218K sold.

Arkadios Wealth Advisors first reported a position in CMA in Q2 2021 and held it in 3 quarters. The position peaked at $265K in Q3 2021. 607 funds tracked by Wall St. Rank hold CMA as of Q1 2022.

  • Arkadios Wealth Advisors reported no remaining Comerica position as of Q1 2022 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,504 Comerica shares in Q1 2022, an estimated $218K.
  • Arkadios Wealth Advisors first reported a position in Comerica in Q2 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Comerica position peaked at $265K in Q3 2021.
  • 607 funds tracked by Wall St. Rank held Comerica as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.