FGAM
CMA

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
2024
Q2 		– Sell
-4
Closed -$215 – 1616
2024
Q1 		$215 Buy
+4
New +$209 ﹤0.01% 1604
2023
Q3 		– Sell
-42
Closed -$221 – 1337
2023
Q2 		$221 Buy
+42
New +$1.7K ﹤0.01% 1164
2023
Q1 		– Sell
-67
Closed -$10.2K – 1229
2022
Q4 		$10.2K Sell
67
-359
-84% -$24.9K 0.05% 247
2022
Q3 		$271 Buy
+426
New +$33.6K 0.01% 495
2021
Q4 		– Sell
-1
Closed -$81K – 966
2021
Q3 		$81K Hold
1
– – 0.04% 414
2021
Q2 		$71K Buy
+1
New +$74 0.03% 454
2020
Q2 		– Sell
-7
Closed -$208 – 162
2020
Q1 		$208 Sell
7
-2
-22% -$109 ﹤0.01% 717
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Financial Gravity Asset Management's CMA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Comerica (CMA) in Q2 2024, closing a stake of 4 shares — an estimated $215 sold.

Financial Gravity Asset Management first reported a position in CMA in Q1 2018 and held it in 14 quarters. The position peaked at $295K in Q3 2018. 509 funds tracked by Wall St. Rank hold CMA as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Comerica position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 Comerica shares in Q2 2024, an estimated $215.
  • Financial Gravity Asset Management first reported a position in Comerica in Q1 2018 and held it in 14 quarters.
  • Financial Gravity Asset Management's Comerica position peaked at $295K in Q3 2018.
  • 509 funds tracked by Wall St. Rank held Comerica as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.