BWA
CMA

BDO Wealth Advisors’s Comerica CMA Stock Holding History

BDO 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
2023
Q2 		$3.43K Buy
81
+70
+636% +$2.83K ﹤0.01% 809
2023
Q1 		$478 Hold
11
– – ﹤0.01% 1005
2022
Q4 		$735 Hold
11
– – ﹤0.01% 920
2022
Q3 		$1K Hold
11
– – ﹤0.01% 960
2022
Q2 		$1K Hold
11
– – ﹤0.01% 949
2022
Q1 		$1K Hold
11
– – ﹤0.01% 969
2021
Q4 		$1K Buy
+11
New +$944 ﹤0.01% 989

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BDO Wealth Advisors's CMA Position: Q2 2023 in Review

BDO Wealth Advisors increased its Comerica (CMA) stake by 636% in Q2 2023, buying an estimated $2.83K and bringing the position to 81 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

BDO Wealth Advisors first reported a position in CMA in Q4 2021 and has held it in 7 quarters since. 491 funds tracked by Wall St. Rank hold CMA as of Q2 2023.

  • BDO Wealth Advisors held 81 shares of Comerica worth $3.43K as of Q2 2023.
  • BDO Wealth Advisors bought 70 Comerica shares in Q2 2023, an estimated $2.83K.
  • Comerica made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #809 holding.
  • BDO Wealth Advisors first reported a position in Comerica in Q4 2021 and has held it in 7 quarters since.
  • 491 funds tracked by Wall St. Rank held Comerica as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.