DA
CMA

Duality Advisers’s Comerica CMA Stock Holding History

Duality Advisers’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
-12,026
Closed -$500K – 597
2023
Q3 		$500K Buy
+12,026
New +$570K 0.06% 418
2023
Q2 		– Sell
-57,539
Closed -$2.5M – 541
2023
Q1 		$2.5M Buy
+57,539
New +$3.69M 0.28% 140
2022
Q4 		– Sell
-76,139
Closed -$5.41M – 615
2022
Q3 		$5.41M Buy
+76,139
New +$6M 0.59% 13
2020
Q4 		– Sell
-24,610
Closed -$941K – 579
2020
Q3 		$941K Buy
+24,610
New +$946K 0.06% 383
2019
Q2 		– Sell
-53,130
Closed -$3.9M – 236
2019
Q1 		$3.9M Sell
53,130
-5,430
-9% -$435K 0.23% 127
2018
Q4 		$4.02M Buy
+58,560
New +$4.65M 0.23% 107

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

Duality Advisers's CMA Position: Q4 2023 in Review

Duality Advisers sold out of Comerica (CMA) in Q4 2023, closing a stake of 12,026 shares — an estimated $500K sold.

Duality Advisers first reported a position in CMA in Q4 2018 and held it in 6 quarters. The position peaked at $5.41M in Q3 2022. 557 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

  • Duality Advisers reported no remaining Comerica position as of Q4 2023 after selling out during the quarter.
  • Duality Advisers sold 12,026 Comerica shares in Q4 2023, an estimated $500K.
  • Duality Advisers first reported a position in Comerica in Q4 2018 and held it in 6 quarters.
  • Duality Advisers's Comerica position peaked at $5.41M in Q3 2022.
  • 557 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.