CSWM
CMA

Cassady Schiller Wealth Management’s Comerica CMA Stock Holding History

Cassady Schiller Wealth Management’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
-3
Closed – – 196
2021
Q4 		$0 Buy
+3
New +$257 ﹤0.01% 563

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

Cassady Schiller Wealth Management's CMA Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Comerica (CMA) in Q1 2022, closing a stake of 3 shares.

Cassady Schiller Wealth Management first reported a position in CMA in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 607 funds tracked by Wall St. Rank hold CMA as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Comerica position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 3 Comerica shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Comerica in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Comerica position peaked at $0 in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Comerica as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.