CFA
CMA

Camarda Financial Advisors’s Comerica CMA Stock Holding History

Camarda Financial 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
2022
Q1 		– Sell
-11,064
Closed -$963K – 102
2021
Q4 		$963K Sell
11,064
-1,606
-13% -$138K 0.55% 23
2021
Q3 		$1.02M Sell
12,670
-6,078
-32% -$437K 0.69% 14
2021
Q2 		$1.34M Sell
18,748
-728
-4% -$54K 0.83% 27
2021
Q1 		$1.4M Sell
19,476
-1,673
-8% -$110K 1% 21
2020
Q4 		$1.18M Sell
21,149
-748
-3% -$36.5K 1% 21
2020
Q3 		$838K Sell
21,897
-220
-1% -$8.46K 1.02% 26
2020
Q2 		$843K Buy
22,117
+10,970
+98% +$383K 1.18% 23
2020
Q1 		$327K Buy
11,147
+1,120
+11% +$60.8K 1.65% 25
2019
Q4 		$719K Buy
+10,027
New +$688K 1.52% 36

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Camarda Financial Advisors's CMA Position: Q1 2022 in Review

Camarda Financial Advisors sold out of Comerica (CMA) in Q1 2022, closing a stake of 11,064 shares — an estimated $963K sold.

Camarda Financial Advisors first reported a position in CMA in Q4 2019 and held it in 9 quarters. The position peaked at $1.4M in Q1 2021. 607 funds tracked by Wall St. Rank hold CMA as of Q1 2022.

  • Camarda Financial Advisors reported no remaining Comerica position as of Q1 2022 after selling out during the quarter.
  • Camarda Financial Advisors sold 11,064 Comerica shares in Q1 2022, an estimated $963K.
  • Camarda Financial Advisors first reported a position in Comerica in Q4 2019 and held it in 9 quarters.
  • Camarda Financial Advisors's Comerica position peaked at $1.4M in Q1 2021.
  • 607 funds tracked by Wall St. Rank held Comerica as of Q1 2022.

Based on Camarda Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.