FFP
CMA

FourThought Financial Partners’s Comerica CMA Stock Holding History

FourThought Financial Partners’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
2023
Q1 		– Sell
-3,820
Closed -$255K – 328
2022
Q4 		$255K Buy
+3,820
New +$265K 0.04% 274

Other funds holding CMA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FourThought Financial Partners's CMA Position: Q1 2023 in Review

FourThought Financial Partners sold out of Comerica (CMA) in Q1 2023, closing a stake of 3,820 shares — an estimated $255K sold.

FourThought Financial Partners first reported a position in CMA in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • FourThought Financial Partners reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 3,820 Comerica shares in Q1 2023, an estimated $255K.
  • FourThought Financial Partners first reported a position in Comerica in Q4 2022 and held it in 1 quarter.
  • FourThought Financial Partners's Comerica position peaked at $255K in Q4 2022.
  • 516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on FourThought Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.