EWA
CMA

Evolution Wealth Advisors’s Comerica CMA Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-222
Closed -$18K – 248
2021
Q3 		$18K Sell
222
-6
-3% -$432 ﹤0.01% 322
2021
Q2 		$16K Sell
228
-39
-15% -$2.89K ﹤0.01% 334
2021
Q1 		$19K Hold
267
– – ﹤0.01% 299
2020
Q4 		$15K Hold
267
– – ﹤0.01% 297
2020
Q3 		$10K Hold
267
– – ﹤0.01% 349
2020
Q2 		$10K Buy
+267
New +$9.31K ﹤0.01% 283
2019
Q4 		– Sell
-477
Closed -$31K – 636
2019
Q3 		$31K Buy
+477
New +$31.6K 0.01% 64

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evolution Wealth Advisors's CMA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Comerica (CMA) in Q4 2021, closing a stake of 222 shares — an estimated $18K sold.

Evolution Wealth Advisors first reported a position in CMA in Q3 2019 and held it in 7 quarters. The position peaked at $31K in Q3 2019. 587 funds tracked by Wall St. Rank hold CMA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Comerica position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 222 Comerica shares in Q4 2021, an estimated $18K.
  • Evolution Wealth Advisors first reported a position in Comerica in Q3 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Comerica position peaked at $31K in Q3 2019.
  • 587 funds tracked by Wall St. Rank held Comerica as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.