BAM
CMA

Belpointe Asset Management’s Comerica CMA Stock Holding History

Belpointe 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
Q2 		– Sell
-1,902
Closed -$82.6K – 1077
2023
Q1 		$82.6K Buy
1,902
+140
+8% +$8.97K ﹤0.01% 1419
2022
Q4 		$118K Sell
1,762
-443
-20% -$30.7K 0.01% 1155
2022
Q3 		$156K Sell
2,205
-295
-12% -$23.2K 0.01% 945
2022
Q2 		$183K Sell
2,500
-241
-9% -$19.5K 0.01% 859
2022
Q1 		$248K Sell
2,741
-359
-12% -$33.9K 0.02% 812
2021
Q4 		$270K Buy
3,100
+900
+41% +$77.2K 0.02% 758
2021
Q3 		$177K Buy
+2,200
New +$158K 0.01% 902
2019
Q1 		– Sell
-5,318
Closed -$365K – 461
2018
Q4 		$365K Buy
+5,318
New +$423K 0.09% 237

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

Belpointe Asset Management's CMA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Comerica (CMA) in Q2 2023, closing a stake of 1,902 shares — an estimated $82.6K sold.

Belpointe Asset Management first reported a position in CMA in Q4 2018 and held it in 8 quarters. The position peaked at $365K in Q4 2018. 491 funds tracked by Wall St. Rank hold CMA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Comerica position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,902 Comerica shares in Q2 2023, an estimated $82.6K.
  • Belpointe Asset Management first reported a position in Comerica in Q4 2018 and held it in 8 quarters.
  • Belpointe Asset Management's Comerica position peaked at $365K in Q4 2018.
  • 491 funds tracked by Wall St. Rank held Comerica as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.