DAS
CMA

Dynamic Advisor Solutions’s Comerica CMA Stock Holding History

Dynamic Advisor Solutions’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
2024
Q1 		– Sell
-4,318
Closed -$244K – 943
2023
Q4 		$244K Buy
+4,318
New +$195K 0.01% 777
2023
Q1 		– Sell
-3,847
Closed -$257K – 761
2022
Q4 		$257K Buy
3,847
+14
+0.4% +$970 0.02% 593
2022
Q3 		$273K Buy
3,833
+1
+0% +$79 0.02% 549
2022
Q2 		$281K Hold
3,832
– – 0.02% 556
2022
Q1 		$347K Hold
3,832
– – 0.02% 523
2021
Q4 		$333K Hold
3,832
– – 0.02% 534
2021
Q3 		$308K Sell
3,832
-14
-0.4% -$1.01K 0.02% 567
2021
Q2 		$274K Buy
3,846
+13
+0.3% +$963 0.02% 569
2021
Q1 		$275K Hold
3,833
– – 0.03% 520
2020
Q4 		$214K Buy
+3,833
New +$187K 0.02% 583

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dynamic Advisor Solutions's CMA Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of Comerica (CMA) in Q1 2024, closing a stake of 4,318 shares — an estimated $244K sold.

Dynamic Advisor Solutions first reported a position in CMA in Q4 2020 and held it in 10 quarters. The position peaked at $347K in Q1 2022. 557 funds tracked by Wall St. Rank hold CMA as of Q1 2024.

  • Dynamic Advisor Solutions reported no remaining Comerica position as of Q1 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,318 Comerica shares in Q1 2024, an estimated $244K.
  • Dynamic Advisor Solutions first reported a position in Comerica in Q4 2020 and held it in 10 quarters.
  • Dynamic Advisor Solutions's Comerica position peaked at $347K in Q1 2022.
  • 557 funds tracked by Wall St. Rank held Comerica as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.