Bogart Wealth LLC’s Comerica CMA Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-100	Closed	-$4.24K	–	1075
2023 Q2	$4.24K	Buy	+100	New	+$4.04K	﹤0.01%	748

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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Bogart Wealth LLC's CMA Position: Q3 2023 in Review

Bogart Wealth LLC sold out of Comerica (CMA) in Q3 2023, closing a stake of 100 shares — an estimated $4.24K sold.

Bogart Wealth LLC first reported a position in CMA in Q2 2023 and held it in 1 quarter. The position peaked at $4.24K in Q2 2023. 506 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

Bogart Wealth LLC reported no remaining Comerica position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 100 Comerica shares in Q3 2023, an estimated $4.24K.
Bogart Wealth LLC first reported a position in Comerica in Q2 2023 and held it in 1 quarter.
Bogart Wealth LLC's Comerica position peaked at $4.24K in Q2 2023.
506 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.