CSPIA
CMA

Cary Street Partners Investment Advisory’s Comerica CMA Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-141
Closed -$5.86K – 833
2023
Q3 		$5.86K Buy
141
+75
+114% +$3.56K ﹤0.01% 1432
2023
Q2 		$2.8K Hold
66
– – ﹤0.01% 1539
2023
Q1 		$2.87K Sell
66
-180
-73% -$11.5K ﹤0.01% 1448
2022
Q4 		$16.4K Buy
+246
New +$17K ﹤0.01% 1025

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's CMA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Comerica (CMA) in Q4 2023, closing a stake of 141 shares — an estimated $5.86K sold.

Cary Street Partners Investment Advisory first reported a position in CMA in Q4 2022 and held it in 4 quarters. The position peaked at $16.4K in Q4 2022. 557 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Comerica position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 141 Comerica shares in Q4 2023, an estimated $5.86K.
  • Cary Street Partners Investment Advisory first reported a position in Comerica in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Comerica position peaked at $16.4K in Q4 2022.
  • 557 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.