CFA
CMA

Carroll Financial Associates’s Comerica CMA Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-10
Closed -$858 – 1654
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1789
2021
Q2 		$0 Buy
+10
New +$741 ﹤0.01% 1704

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carroll Financial Associates's CMA Position: Q4 2021 in Review

Carroll Financial Associates sold out of Comerica (CMA) in Q4 2021, closing a stake of 10 shares — an estimated $858 sold.

Carroll Financial Associates first reported a position in CMA in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 588 funds tracked by Wall St. Rank hold CMA as of Q4 2021.

  • Carroll Financial Associates reported no remaining Comerica position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 10 Comerica shares in Q4 2021, an estimated $858.
  • Carroll Financial Associates first reported a position in Comerica in Q2 2021 and held it in 2 quarters.
  • Carroll Financial Associates's Comerica position peaked at $0 in Q3 2021.
  • 588 funds tracked by Wall St. Rank held Comerica as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.