CWM
CMA

Curi Wealth Management’s Comerica CMA Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-3
Closed – – 287
2022
Q2 		$0 Hold
3
– – ﹤0.01% 637
2022
Q1 		$0 Hold
3
– – ﹤0.01% 531
2021
Q4 		$0 Buy
+3
New +$257 ﹤0.01% 501
2021
Q1 		– Sell
-3
Closed – – 170
2020
Q4 		$0 Buy
+3
New +$146 ﹤0.01% 409

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Curi Wealth Management's CMA Position: Q3 2022 in Review

Curi Wealth Management sold out of Comerica (CMA) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in CMA in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 580 funds tracked by Wall St. Rank hold CMA as of Q3 2022.

  • Curi Wealth Management reported no remaining Comerica position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 Comerica shares in Q3 2022.
  • Curi Wealth Management first reported a position in Comerica in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Comerica position peaked at $0 in Q2 2022.
  • 580 funds tracked by Wall St. Rank held Comerica as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.