Baystate Wealth Management’s Comerica CMA Stock Holding History

Baystate 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
2023 Q4	$2.86K	Buy	51 +1	+2%	+$45	﹤0.01%	1003
2023 Q3	$2.09K	Buy	50 +1	+2%	+$47	﹤0.01%	797
2023 Q2	$2.1K	Buy	49 +1	+2%	+$40	﹤0.01%	835
2023 Q1	$2.12K	Hold	48	–	–	﹤0.01%	819
2022 Q4	$3K	Buy	48 +1	+2%	+$69	﹤0.01%	725
2022 Q3	$3K	Hold	47	–	–	﹤0.01%	688
2022 Q2	$3K	Hold	47	–	–	﹤0.01%	703
2022 Q1	$4K	Buy	47 +1	+2%	+$94	﹤0.01%	668
2021 Q4	$4K	Hold	46	–	–	﹤0.01%	667
2021 Q3	$4K	Buy	46 +1	+2%	+$72	﹤0.01%	607
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	603
2021 Q1	$3K	Buy	45 +1	+2%	+$65	﹤0.01%	551
2020 Q4	$3K	Hold	44	–	–	﹤0.01%	517
2020 Q3	$2K	Buy	44 +1	+2%	+$38	﹤0.01%	524
2020 Q2	$2K	Sell	43 -1,195	-97%	-$41.7K	﹤0.01%	531
2020 Q1	$36K	Buy	1,238 +1	+0.1%	+$54	﹤0.01%	220
2019 Q4	$89K	Hold	1,237	–	–	0.01%	176
2019 Q3	$82K	Buy	1,237 +1	+0.1%	+$66	0.01%	166
2019 Q2	$90K	Hold	1,236	–	–	0.01%	160
2019 Q1	$96K	Hold	1,236	–	–	0.01%	151
2018 Q4	$100K	Buy	1,236 +1	+0.1%	+$79	0.01%	137
2018 Q3	$110K	Sell	1,235 -1	-0.1%	-$95	0.02%	119
2018 Q2	$113K	Buy	1,236 +5	+0.4%	+$479	0.02%	118
2018 Q1	$118K	Hold	1,231	–	–	0.02%	115
2017 Q4	$117K	Hold	1,231	–	–	0.02%	116
2017 Q3	$94K	Hold	1,231	–	–	0.02%	127
2017 Q2	$92K	Hold	1,231	–	–	0.02%	118
2017 Q1	$81K	Buy	+1,231	New	+$85.9K	0.02%	130

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

Baystate Wealth Management's CMA Position: Q4 2023 in Review

Baystate Wealth Management increased its Comerica (CMA) stake by 2% in Q4 2023, buying an estimated $45 and bringing the position to 51 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Baystate Wealth Management first reported a position in CMA in Q1 2017 and has held it in 28 quarters since. The position peaked at $118K in Q1 2018. 556 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

Baystate Wealth Management held 51 shares of Comerica worth $2.86K as of Q4 2023.
Baystate Wealth Management bought 1 Comerica share in Q4 2023, an estimated $45.
Comerica made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1003 holding.
Baystate Wealth Management first reported a position in Comerica in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Comerica position peaked at $118K in Q1 2018.
556 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.