EW
CMA

Evoke Wealth’s Comerica CMA Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-306
Closed -$22K – 511
2022
Q3 		$22K Sell
306
-188
-38% -$14.8K ﹤0.01% 627
2022
Q2 		$36K Buy
494
+136
+38% +$11K ﹤0.01% 559
2022
Q1 		$33K Buy
358
+39
+12% +$3.68K ﹤0.01% 573
2021
Q4 		$28K Sell
319
-21
-6% -$1.8K ﹤0.01% 618
2021
Q3 		$27K Hold
340
– – ﹤0.01% 590
2021
Q2 		$25K Sell
340
-60
-15% -$4.45K ﹤0.01% 611
2021
Q1 		$29K Buy
400
+60
+18% +$3.93K ﹤0.01% 524
2020
Q4 		$19K Buy
340
+28
+9% +$1.36K ﹤0.01% 502
2020
Q3 		$12K Sell
312
-21
-6% -$808 ﹤0.01% 529
2020
Q2 		$13K Sell
333
-451
-58% -$15.7K ﹤0.01% 519
2020
Q1 		$23.4K Buy
784
+536
+216% +$29.1K ﹤0.01% 421
2019
Q4 		$18K Buy
248
+12
+5% +$824 ﹤0.01% 615
2019
Q3 		$15.7K Buy
+236
New +$15.6K ﹤0.01% 718

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth's CMA Position: Q4 2022 in Review

Evoke Wealth sold out of Comerica (CMA) in Q4 2022, closing a stake of 306 shares — an estimated $22K sold.

Evoke Wealth first reported a position in CMA in Q3 2019 and held it in 13 quarters. The position peaked at $36K in Q2 2022. 568 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

  • Evoke Wealth reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 306 Comerica shares in Q4 2022, an estimated $22K.
  • Evoke Wealth first reported a position in Comerica in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Comerica position peaked at $36K in Q2 2022.
  • 568 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.