CWP
CMA

Concord Wealth Partners’s Comerica CMA Stock Holding History

Concord Wealth 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
2023
Q1 		– Sell
-46
Closed -$3.08K – 1035
2022
Q4 		$3.08K Buy
+46
New +$3.19K ﹤0.01% 861
2022
Q3 		– Sell
-214
Closed -$16K – 326
2022
Q2 		$16K Sell
214
-45
-17% -$3.64K ﹤0.01% 589
2022
Q1 		$23K Sell
259
-27
-9% -$2.55K 0.01% 601
2021
Q4 		$25K Buy
286
+188
+192% +$16.1K 0.01% 593
2021
Q3 		$8K Sell
98
-161
-62% -$11.6K ﹤0.01% 495
2021
Q2 		$18K Buy
259
+217
+517% +$16.1K 0.01% 521
2021
Q1 		$3K Buy
42
+31
+282% +$2.03K ﹤0.01% 750
2020
Q4 		$1K Buy
+11
New +$536 ﹤0.01% 606

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Concord Wealth Partners's CMA Position: Q1 2023 in Review

Concord Wealth Partners sold out of Comerica (CMA) in Q1 2023, closing a stake of 46 shares — an estimated $3.08K sold.

Concord Wealth Partners first reported a position in CMA in Q4 2020 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • Concord Wealth Partners reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 46 Comerica shares in Q1 2023, an estimated $3.08K.
  • Concord Wealth Partners first reported a position in Comerica in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Comerica position peaked at $25K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.