CP
CMA

Castleview Partners’s Comerica CMA Stock Holding History

Castleview Partners’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
Q4 		– Sell
-56
Closed -$4K – 667
2022
Q3 		$4K Sell
56
-1,464
-96% -$115K ﹤0.01% 465
2022
Q2 		$9.21K Sell
1,520
-1,081
-42% -$87.3K 0.01% 467
2022
Q1 		$235K Sell
2,601
-11,406
-81% -$1.08M 0.15% 140
2021
Q4 		$161 Buy
+14,007
New +$1.2M ﹤0.01% 722

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Castleview Partners's CMA Position: Q4 2022 in Review

Castleview Partners sold out of Comerica (CMA) in Q4 2022, closing a stake of 56 shares — an estimated $4K sold.

Castleview Partners first reported a position in CMA in Q4 2021 and held it in 4 quarters. The position peaked at $235K in Q1 2022. 569 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

  • Castleview Partners reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
  • Castleview Partners sold 56 Comerica shares in Q4 2022, an estimated $4K.
  • Castleview Partners first reported a position in Comerica in Q4 2021 and held it in 4 quarters.
  • Castleview Partners's Comerica position peaked at $235K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Castleview Partners's 13F filing for Q4 2022, filed 1 Feb 2023.