Edge Capital Group’s Comerica CMA Stock Holding History

Edge Capital Group’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 Q1	–	Sell	-3,737	Closed	-$250K	–	401
2022 Q4	$250K	Buy	3,737 +5	+0.1%	+$346	0.02%	257
2022 Q3	$265K	Buy	3,732 +3,724	+46,550%	+$293K	0.02%	242
2022 Q2	$3.27M	Sell	8 -3,716	-100%	-$300K	0.28%	73
2022 Q1	$337K	Hold	3,724	–	–	0.02%	234
2021 Q4	$324K	Hold	3,724	–	–	0.02%	230
2021 Q3	$300K	Hold	3,724	–	–	0.02%	226
2021 Q2	$266K	Hold	3,724	–	–	0.02%	230
2021 Q1	$267K	Hold	3,724	–	–	0.02%	240
2020 Q4	$208K	Buy	+3,724	New	+$182K	0.02%	253
2020 Q1	–	Sell	-3,319	Closed	-$238K	–	218
2019 Q4	$238K	Hold	3,319	–	–	0.02%	213
2019 Q3	$219K	Hold	3,319	–	–	0.02%	218
2019 Q2	$241K	Hold	3,319	–	–	0.02%	231
2019 Q1	$243K	Hold	3,319	–	–	0.02%	216
2018 Q4	$228K	Buy	+3,319	New	+$264K	0.02%	211

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edge Capital Group's CMA Position: Q1 2023 in Review

Edge Capital Group sold out of Comerica (CMA) in Q1 2023, closing a stake of 3,737 shares — an estimated $250K sold.

Edge Capital Group first reported a position in CMA in Q4 2018 and held it in 14 quarters. The position peaked at $3.27M in Q2 2022. 515 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

Edge Capital Group reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
Edge Capital Group sold 3,737 Comerica shares in Q1 2023, an estimated $250K.
Edge Capital Group first reported a position in Comerica in Q4 2018 and held it in 14 quarters.
Edge Capital Group's Comerica position peaked at $3.27M in Q2 2022.
515 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on Edge Capital Group's 13F filing for Q1 2023, filed 4 May 2023.