BAAM
CMA

Baker Avenue Asset Management’s Comerica CMA Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-13
Closed -$540 – 578
2023
Q3 		$540 Buy
+13
New +$616 ﹤0.01% 1423
2023
Q2 		– Sell
-13
Closed -$564 – 1612
2023
Q1 		$564 Buy
+13
New +$833 ﹤0.01% 1372

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baker Avenue Asset Management's CMA Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Comerica (CMA) in Q4 2023, closing a stake of 13 shares — an estimated $540 sold.

Baker Avenue Asset Management first reported a position in CMA in Q1 2023 and held it in 2 quarters. The position peaked at $564 in Q1 2023. 557 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Comerica position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 13 Comerica shares in Q4 2023, an estimated $540.
  • Baker Avenue Asset Management first reported a position in Comerica in Q1 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's Comerica position peaked at $564 in Q1 2023.
  • 557 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.