CT
CMA

Cambridge Trust’s Comerica CMA Stock Holding History

Cambridge Trust’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
Q1 		– Sell
-250
Closed -$17K – 768
2022
Q4 		$17K Sell
250
-10
-4% -$693 ﹤0.01% 574
2022
Q3 		$19K Buy
260
+10
+4% +$788 ﹤0.01% 572
2022
Q2 		$18K Hold
250
– – ﹤0.01% 617
2022
Q1 		$23K Hold
250
– – ﹤0.01% 649
2021
Q4 		$22K Buy
+250
New +$21.5K ﹤0.01% 666

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cambridge Trust's CMA Position: Q1 2023 in Review

Cambridge Trust sold out of Comerica (CMA) in Q1 2023, closing a stake of 250 shares — an estimated $17K sold.

Cambridge Trust first reported a position in CMA in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2022. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • Cambridge Trust reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • Cambridge Trust sold 250 Comerica shares in Q1 2023, an estimated $17K.
  • Cambridge Trust first reported a position in Comerica in Q4 2021 and held it in 5 quarters.
  • Cambridge Trust's Comerica position peaked at $23K in Q1 2022.
  • 516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.