Crewe Advisors’s Comerica CMA Stock Holding History

Crewe 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
2024 Q1	–	Sell	-27	Closed	-$1.51K	–	948
2023 Q4	$1.51K	Buy	+27	New	+$1.22K	﹤0.01%	305
2022 Q4	–	Sell	-231	Closed	-$16K	–	1070
2022 Q3	$16K	Buy	231 +68	+42%	+$5.36K	﹤0.01%	521
2022 Q2	$12K	Buy	+163	New	+$13.2K	﹤0.01%	546

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crewe Advisors's CMA Position: Q1 2024 in Review

Crewe Advisors sold out of Comerica (CMA) in Q1 2024, closing a stake of 27 shares — an estimated $1.51K sold.

Crewe Advisors first reported a position in CMA in Q2 2022 and held it in 3 quarters. The position peaked at $16K in Q3 2022. 558 funds tracked by Wall St. Rank hold CMA as of Q1 2024.

Crewe Advisors reported no remaining Comerica position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 27 Comerica shares in Q1 2024, an estimated $1.51K.
Crewe Advisors first reported a position in Comerica in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Comerica position peaked at $16K in Q3 2022.
558 funds tracked by Wall St. Rank held Comerica as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.