APWM
CMA

Atlas Private Wealth Management’s Comerica CMA Stock Holding History

Atlas Private Wealth Management’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
2020
Q4 		– Sell
-203
Closed -$8K – 374
2020
Q3 		$8K Buy
+203
New +$7.81K 0.01% 327

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atlas Private Wealth Management's CMA Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Comerica (CMA) in Q4 2020, closing a stake of 203 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in CMA in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 487 funds tracked by Wall St. Rank hold CMA as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining Comerica position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 203 Comerica shares in Q4 2020, an estimated $8K.
  • Atlas Private Wealth Management first reported a position in Comerica in Q3 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's Comerica position peaked at $8K in Q3 2020.
  • 487 funds tracked by Wall St. Rank held Comerica as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.