Foster & Motley’s Comerica CMA Stock Holding History

Foster & Motley’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 Q4	–	Sell	-4,286	Closed	-$305K	–	375
2022 Q3	$305K	Buy	4,286 +16	+0.4%	+$1.26K	0.03%	302
2022 Q2	$313K	Buy	+4,270	New	+$345K	0.03%	300

Other funds holding CMA

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Foster & Motley's CMA Position: Q4 2022 in Review

Foster & Motley sold out of Comerica (CMA) in Q4 2022, closing a stake of 4,286 shares — an estimated $305K sold.

Foster & Motley first reported a position in CMA in Q2 2022 and held it in 2 quarters. The position peaked at $313K in Q2 2022. 569 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

Foster & Motley reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
Foster & Motley sold 4,286 Comerica shares in Q4 2022, an estimated $305K.
Foster & Motley first reported a position in Comerica in Q2 2022 and held it in 2 quarters.
Foster & Motley's Comerica position peaked at $313K in Q2 2022.
569 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Foster & Motley's 13F filing for Q4 2022, filed 9 Feb 2023.