CSat Investment Advisory’s Comerica CMA Stock Holding History

CSat Investment Advisory’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
2021 Q1	$84K	Sell	1,168 -351	-23%	-$23K	0.07%	102
2020 Q4	$85K	Sell	1,519 -828	-35%	-$40.4K	0.08%	87
2020 Q3	$90K	Buy	2,347 +89	+4%	+$3.42K	0.01%	506
2020 Q2	$86K	Buy	2,258 +1,353	+150%	+$47.2K	0.01%	524
2020 Q1	$26K	Sell	905 -8	-0.9%	-$434	0.01%	678
2019 Q4	$66K	Buy	913 +66	+8%	+$4.53K	0.02%	513
2019 Q3	$56K	Buy	847 +141	+20%	+$9.33K	0.02%	477
2019 Q2	$52K	Buy	706 +445	+170%	+$33.1K	0.02%	494
2019 Q1	$19K	Sell	261 -68	-21%	-$5.45K	0.01%	325
2018 Q4	$23K	Buy	329 +202	+159%	+$16.1K	0.01%	237
2018 Q3	$11K	Buy	127 +20	+19%	+$1.91K	0.01%	347
2018 Q2	$10K	Buy	+107	New	+$10.3K	0.01%	341

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

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

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

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

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

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

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

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

CSat Investment Advisory's CMA Position: Q1 2021 in Review

CSat Investment Advisory reduced its Comerica (CMA) stake by 23% in Q1 2021, selling an estimated $23K and leaving 1,168 shares worth $84K. The position accounts for 0.07% of the portfolio, ranked #102.

CSat Investment Advisory first reported a position in CMA in Q2 2018 and has held it in 12 quarters since. The position peaked at $90K in Q3 2020. 520 funds tracked by Wall St. Rank hold CMA as of Q1 2021.

CSat Investment Advisory held 1,168 shares of Comerica worth $84K as of Q1 2021.
CSat Investment Advisory sold 351 Comerica shares in Q1 2021, an estimated $23K.
Comerica made up 0.07% of CSat Investment Advisory's portfolio in Q1 2021, its #102 holding.
CSat Investment Advisory first reported a position in Comerica in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Comerica position peaked at $90K in Q3 2020.
520 funds tracked by Wall St. Rank held Comerica as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.