Comerica Bank
CPTL

Comerica Bank’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Comerica Bank’s Portfolio CPTL Stock Details CPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-336
Closed -$12.4K – 3721
2024
Q2 		$12.4K Hold
336
– – ﹤0.01% 3115
2024
Q1 		$12.2K Sell
336
-223
-40% -$7.71K ﹤0.01% 3148
2023
Q4 		$18.7K Hold
559
– – ﹤0.01% 2983
2023
Q3 		$16.7K Buy
+559
New +$17.4K ﹤0.01% 3054

Other funds holding CPTL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Comerica Bank's CPTL Position: Q3 2024 in Review

Comerica Bank sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q3 2024, closing a stake of 336 shares — an estimated $12.4K sold.

Comerica Bank first reported a position in CPTL in Q3 2023 and held it in 4 quarters. The position peaked at $18.7K in Q4 2023. 43 funds tracked by Wall St. Rank hold CPTL as of Q3 2024.

  • Comerica Bank reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Comerica Bank sold 336 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q3 2024, an estimated $12.4K.
  • Comerica Bank first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2023 and held it in 4 quarters.
  • Comerica Bank's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $18.7K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q3 2024.

Based on Comerica Bank's 13F filing for Q3 2024, filed 14 Nov 2024.