Financial Gravity Asset Management’s Comerica CMA Stock Holding History

Financial Gravity Asset 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
2021 Q3	$81K	Hold	1	–	–	0.04%	414
2021 Q2	$71K	Buy	+1	New	+$74	0.03%	454
2019 Q4	$72K	Sell	9 -1	-10%	-$69	0.05%	460
2019 Q3	$1K	Sell	10 -14	-58%	-$927	﹤0.01%	994
2019 Q2	$2K	Sell	24 -31	-56%	-$2.3K	﹤0.01%	873
2019 Q1	$4K	Buy	+55	New	+$4.41K	﹤0.01%	733
2018 Q3	$295K	Buy	3,697 +792	+27%	+$75.6K	0.31%	55
2018 Q2	$282K	Buy	2,905 +1,264	+77%	+$121K	0.26%	69
2018 Q1	$155K	Buy	+1,641	New	+$156K	0.16%	134

Other funds holding CMA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's CMA Position: Q3 2021 in Review

Financial Gravity Asset Management held its Comerica (CMA) position steady in Q3 2021 at 1 share worth $81K. The position accounts for 0.04% of the portfolio, ranked #414.

Financial Gravity Asset Management first reported a position in CMA in Q1 2018 and has held it in 9 quarters since. The position peaked at $295K in Q3 2018. 535 funds tracked by Wall St. Rank hold CMA as of Q3 2021.

Financial Gravity Asset Management held 1 share of Comerica worth $81K as of Q3 2021.
Financial Gravity Asset Management left its Comerica share count unchanged in Q3 2021.
Comerica made up 0.04% of Financial Gravity Asset Management's portfolio in Q3 2021, its #414 holding.
Financial Gravity Asset Management first reported a position in Comerica in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Comerica position peaked at $295K in Q3 2018.
535 funds tracked by Wall St. Rank held Comerica as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.