DI
CMA

Disciplined Investments’s Comerica CMA Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-22
Closed -$932 – 379
2023
Q2 		$932 Buy
+22
New +$889 ﹤0.01% 998
2023
Q1 		– Sell
-28
Closed -$1.79K – 1682
2022
Q4 		$1.87K Buy
28
+7
+33% +$485 ﹤0.01% 650
2022
Q3 		$1K Sell
21
-10
-32% -$788 ﹤0.01% 835
2022
Q2 		$2K Buy
31
+1
+3% +$81 ﹤0.01% 628
2022
Q1 		$3K Buy
+30
New +$2.83K ﹤0.01% 554

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Disciplined Investments's CMA Position: Q3 2023 in Review

Disciplined Investments sold out of Comerica (CMA) in Q3 2023, closing a stake of 22 shares — an estimated $932 sold.

Disciplined Investments first reported a position in CMA in Q1 2022 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 506 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

  • Disciplined Investments reported no remaining Comerica position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 22 Comerica shares in Q3 2023, an estimated $932.
  • Disciplined Investments first reported a position in Comerica in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Comerica position peaked at $3K in Q1 2022.
  • 506 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.