BRWM
CMA

B. Riley Wealth Management’s Comerica CMA Stock Holding History

B. Riley 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
2022
Q2 		$207 Buy
+2,825
New +$228K ﹤0.01% 645
2014
Q4 		– Sell
-200
Closed -$9K – 1013
2014
Q3 		$9K Buy
+200
New +$10K 0.01% 789

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

B. Riley Wealth Management's CMA Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Comerica (CMA) in Q2 2022: 2,825 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in CMA as recently as Q3 2014.

B. Riley Wealth Management first reported a position in CMA in Q3 2014 and has held it in 2 quarters since. The position peaked at $9K in Q3 2014. 568 funds tracked by Wall St. Rank hold CMA as of Q2 2022.

  • B. Riley Wealth Management held 2,825 shares of Comerica worth $207 as of Q2 2022.
  • Comerica was a new B. Riley Wealth Management position in Q2 2022.
  • Comerica made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #645 holding.
  • B. Riley Wealth Management first reported a position in Comerica in Q3 2014 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Comerica position peaked at $9K in Q3 2014.
  • 568 funds tracked by Wall St. Rank held Comerica as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.