FPFS
CMA

First Personal Financial Services’s Comerica CMA Stock Holding History

First Personal Financial Services’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 		$240 Buy
+4
New +$221 ﹤0.01% 445
2019
Q3 		– Sell
-11
Closed -$1K – 579
2019
Q2 		$1K Buy
+11
New +$817 ﹤0.01% 698
2017
Q3 		– Sell
-10
Closed -$1K – 837
2017
Q2 		$1K Hold
10
– – ﹤0.01% 846
2017
Q1 		$1K Hold
10
– – ﹤0.01% 855
2016
Q4 		$1K Buy
+10
New +$586 ﹤0.01% 898

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
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

First Personal Financial Services's CMA Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Comerica (CMA) in Q3 2024: 4 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in CMA as recently as Q2 2019.

First Personal Financial Services first reported a position in CMA in Q4 2016 and has held it in 5 quarters since. The position peaked at $1K in Q2 2019. 529 funds tracked by Wall St. Rank hold CMA as of Q3 2024.

  • First Personal Financial Services held 4 shares of Comerica worth $240 as of Q3 2024.
  • Comerica was a new First Personal Financial Services position in Q3 2024.
  • Comerica made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #445 holding.
  • First Personal Financial Services first reported a position in Comerica in Q4 2016 and has held it in 5 quarters since.
  • First Personal Financial Services's Comerica position peaked at $1K in Q2 2019.
  • 529 funds tracked by Wall St. Rank held Comerica as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.