FinTrust Capital Advisors’s Comerica CMA Stock Holding History

FinTrust Capital 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
2024 Q3	$13K	Sell	217 -954	-81%	-$52.6K	﹤0.01%	889
2024 Q2	$59.8K	Hold	1,171	–	–	0.01%	494
2024 Q1	$64.4K	Buy	1,171 +1,076	+1,133%	+$56.2K	0.01%	458
2023 Q4	$5.3K	Hold	95	–	–	﹤0.01%	949
2023 Q3	$3.95K	Buy	+95	New	+$4.5K	﹤0.01%	930
2020 Q2	–	Sell	-79	Closed	-$2K	–	1068
2020 Q1	$2K	Hold	79	–	–	﹤0.01%	994
2019 Q4	$6K	Hold	79	–	–	﹤0.01%	818
2019 Q3	$5K	Hold	79	–	–	﹤0.01%	866
2019 Q2	$6K	Sell	79 -5,446	-99%	-$405K	﹤0.01%	798
2019 Q1	$405K	Buy	5,525 +51	+0.9%	+$4.09K	0.17%	120
2018 Q4	$376K	Buy	+5,474	New	+$435K	0.19%	110

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FinTrust Capital Advisors's CMA Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Comerica (CMA) stake by 81% in Q3 2024, selling an estimated $52.6K and leaving 217 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

FinTrust Capital Advisors first reported a position in CMA in Q4 2018 and has held it in 11 quarters since. The position peaked at $405K in Q1 2019. 529 funds tracked by Wall St. Rank hold CMA as of Q3 2024.

FinTrust Capital Advisors held 217 shares of Comerica worth $13K as of Q3 2024.
FinTrust Capital Advisors sold 954 Comerica shares in Q3 2024, an estimated $52.6K.
Comerica made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #889 holding.
FinTrust Capital Advisors first reported a position in Comerica in Q4 2018 and has held it in 11 quarters since.
FinTrust Capital Advisors's Comerica position peaked at $405K in Q1 2019.
529 funds tracked by Wall St. Rank held Comerica as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.