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CMA

FDx Advisors’s Comerica CMA Stock Holding History

FDx 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
2022
Q3 		– Sell
-3,269
Closed -$240K – 744
2022
Q2 		$240K Buy
+3,269
New +$264K 0.01% 709
2019
Q1 		– Sell
-4,895
Closed -$336K – 786
2018
Q4 		$336K Sell
4,895
-1,232
-20% -$97.9K 0.03% 388
2018
Q3 		$553K Sell
6,127
-746
-11% -$71.2K 0.02% 493
2018
Q2 		$625K Buy
6,873
+86
+1% +$8.24K 0.02% 476
2018
Q1 		$651K Buy
6,787
+356
+6% +$33.9K 0.02% 648
2017
Q4 		$558K Buy
6,431
+297
+5% +$23.9K 0.02% 762
2017
Q3 		$468K Buy
6,134
+21
+0.3% +$1.5K 0.01% 826
2017
Q2 		$448K Buy
+6,113
New +$429K 0.01% 812

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

FDx Advisors's CMA Position: Q3 2022 in Review

FDx Advisors sold out of Comerica (CMA) in Q3 2022, closing a stake of 3,269 shares — an estimated $240K sold.

FDx Advisors first reported a position in CMA in Q2 2017 and held it in 8 quarters. The position peaked at $651K in Q1 2018. 579 funds tracked by Wall St. Rank hold CMA as of Q3 2022.

  • FDx Advisors reported no remaining Comerica position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 3,269 Comerica shares in Q3 2022, an estimated $240K.
  • FDx Advisors first reported a position in Comerica in Q2 2017 and held it in 8 quarters.
  • FDx Advisors's Comerica position peaked at $651K in Q1 2018.
  • 579 funds tracked by Wall St. Rank held Comerica as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.