DA
CMA

DCM Advisors’s Comerica CMA Stock Holding History

DCM 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
2022
Q3 		– Sell
-7,498
Closed -$551K – 183
2022
Q2 		$551K Buy
7,498
+2,026
+37% +$164K 0.24% 98
2022
Q1 		$495K Hold
5,472
– – 0.18% 124
2021
Q4 		$476K Buy
5,472
+1,372
+33% +$118K 0.14% 143
2021
Q3 		$330K Sell
4,100
-1,328
-24% -$95.6K 0.13% 178
2021
Q2 		$387K Sell
5,428
-19,690
-78% -$1.46M 0.22% 134
2021
Q1 		$1.8M Buy
25,118
+2,818
+13% +$185K 1.05% 11
2020
Q4 		$1.25M Buy
+22,300
New +$1.09M 0.73% 40

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

DCM Advisors's CMA Position: Q3 2022 in Review

DCM Advisors sold out of Comerica (CMA) in Q3 2022, closing a stake of 7,498 shares — an estimated $551K sold.

DCM Advisors first reported a position in CMA in Q4 2020 and held it in 7 quarters. The position peaked at $1.8M in Q1 2021. 580 funds tracked by Wall St. Rank hold CMA as of Q3 2022.

  • DCM Advisors reported no remaining Comerica position as of Q3 2022 after selling out during the quarter.
  • DCM Advisors sold 7,498 Comerica shares in Q3 2022, an estimated $551K.
  • DCM Advisors first reported a position in Comerica in Q4 2020 and held it in 7 quarters.
  • DCM Advisors's Comerica position peaked at $1.8M in Q1 2021.
  • 580 funds tracked by Wall St. Rank held Comerica as of Q3 2022.

Based on DCM Advisors's 13F filing for Q3 2022, filed 11 Sep 2023.