BMCM
CMA

Burns Matteson Capital Management’s Comerica CMA Stock Holding History

Burns Matteson Capital 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
2024
Q2 		– Sell
-7,362
Closed -$405K – 162
2024
Q1 		$405K Sell
7,362
-6,438
-47% -$336K 0.26% 90
2023
Q4 		$771K Sell
13,800
-349
-2% -$15.8K 0.54% 45
2023
Q3 		$588K Buy
+14,149
New +$671K 0.37% 67

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Burns Matteson Capital Management's CMA Position: Q2 2024 in Review

Burns Matteson Capital Management sold out of Comerica (CMA) in Q2 2024, closing a stake of 7,362 shares — an estimated $405K sold.

Burns Matteson Capital Management first reported a position in CMA in Q3 2023 and held it in 3 quarters. The position peaked at $771K in Q4 2023. 509 funds tracked by Wall St. Rank hold CMA as of Q2 2024.

  • Burns Matteson Capital Management reported no remaining Comerica position as of Q2 2024 after selling out during the quarter.
  • Burns Matteson Capital Management sold 7,362 Comerica shares in Q2 2024, an estimated $405K.
  • Burns Matteson Capital Management first reported a position in Comerica in Q3 2023 and held it in 3 quarters.
  • Burns Matteson Capital Management's Comerica position peaked at $771K in Q4 2023.
  • 509 funds tracked by Wall St. Rank held Comerica as of Q2 2024.

Based on Burns Matteson Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.