DA
CMA

Denali Advisors’s Comerica CMA Stock Holding History

Denali 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
2023
Q4 		– Sell
-459
Closed -$19.1K – 457
2023
Q3 		$19.1K Buy
459
+13
+3% +$616 0.01% 347
2023
Q2 		$18.9K Buy
+446
New +$18K 0.01% 346
2021
Q2 		– Sell
-17
Closed -$1K – 285
2021
Q1 		$1K Sell
17
-29
-63% -$1.9K ﹤0.01% 349
2020
Q4 		$3K Buy
+46
New +$2.24K ﹤0.01% 351
2020
Q3 		– Sell
-10,100
Closed -$385K – 369
2020
Q2 		$385K Buy
+10,100
New +$352K 0.07% 217

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Denali Advisors's CMA Position: Q4 2023 in Review

Denali Advisors sold out of Comerica (CMA) in Q4 2023, closing a stake of 459 shares — an estimated $19.1K sold.

Denali Advisors first reported a position in CMA in Q2 2020 and held it in 5 quarters. The position peaked at $385K in Q2 2020. 556 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

  • Denali Advisors reported no remaining Comerica position as of Q4 2023 after selling out during the quarter.
  • Denali Advisors sold 459 Comerica shares in Q4 2023, an estimated $19.1K.
  • Denali Advisors first reported a position in Comerica in Q2 2020 and held it in 5 quarters.
  • Denali Advisors's Comerica position peaked at $385K in Q2 2020.
  • 556 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on Denali Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.