FAIM
CMA

Financial Advocates Investment Management’s Comerica CMA Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-2,769
Closed -$250K – 706
2022
Q1 		$250K Buy
+2,769
New +$261K 0.02% 626

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Financial Advocates Investment Management's CMA Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Comerica (CMA) in Q2 2022, closing a stake of 2,769 shares — an estimated $250K sold.

Financial Advocates Investment Management first reported a position in CMA in Q1 2022 and held it in 1 quarter. The position peaked at $250K in Q1 2022. 569 funds tracked by Wall St. Rank hold CMA as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Comerica position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,769 Comerica shares in Q2 2022, an estimated $250K.
  • Financial Advocates Investment Management first reported a position in Comerica in Q1 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Comerica position peaked at $250K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held Comerica as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.