Carolinas Wealth Consulting’s Comerica CMA Stock Holding History

Carolinas Wealth Consulting’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	-5	Closed	-$221	–	1073
2023 Q1	$221	Buy	5 +1	+25%	+$64	﹤0.01%	1048
2022 Q4	$267	Buy	+4	New	+$277	﹤0.01%	1049

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carolinas Wealth Consulting's CMA Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Comerica (CMA) in Q2 2023, closing a stake of 5 shares — an estimated $221 sold.

Carolinas Wealth Consulting first reported a position in CMA in Q4 2022 and held it in 2 quarters. The position peaked at $267 in Q4 2022. 491 funds tracked by Wall St. Rank hold CMA as of Q2 2023.

Carolinas Wealth Consulting reported no remaining Comerica position as of Q2 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Comerica shares in Q2 2023, an estimated $221.
Carolinas Wealth Consulting first reported a position in Comerica in Q4 2022 and held it in 2 quarters.
Carolinas Wealth Consulting's Comerica position peaked at $267 in Q4 2022.
491 funds tracked by Wall St. Rank held Comerica as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.