Coastal Bridge Advisors’s Comerica CMA Stock Holding History

Coastal Bridge Advisors’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	-2,900	Closed	-$206K	–	178
2022 Q3	$206K	Hold	2,900	–	–	0.06%	143
2022 Q2	$213K	Buy	+2,900	New	+$234K	0.07%	129
2021 Q2	–	Sell	-4,632	Closed	-$332K	–	151
2021 Q1	$332K	Buy	+4,632	New	+$303K	0.06%	96

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Coastal Bridge Advisors's CMA Position: Q4 2022 in Review

Coastal Bridge Advisors sold out of Comerica (CMA) in Q4 2022, closing a stake of 2,900 shares — an estimated $206K sold.

Coastal Bridge Advisors first reported a position in CMA in Q1 2021 and held it in 3 quarters. The position peaked at $332K in Q1 2021. 569 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

Coastal Bridge Advisors reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 2,900 Comerica shares in Q4 2022, an estimated $206K.
Coastal Bridge Advisors first reported a position in Comerica in Q1 2021 and held it in 3 quarters.
Coastal Bridge Advisors's Comerica position peaked at $332K in Q1 2021.
569 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Coastal Bridge Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.