FourThought Financial’s Comerica CMA Stock Holding History

FourThought Financial’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 Q3	$276K	Sell	3,881 -29	-0.7%	-$2.29K	0.04%	257
2022 Q2	$287K	Sell	3,910 -772	-16%	-$62.4K	0.04%	275
2022 Q1	$423K	Sell	4,682 -111	-2%	-$10.5K	0.05%	220
2021 Q4	$417K	Sell	4,793 -350	-7%	-$30K	0.05%	228
2021 Q3	$414K	Sell	5,143 -1,302	-20%	-$93.7K	0.06%	229
2021 Q2	$459K	Sell	6,445 -6,157	-49%	-$456K	0.06%	219
2021 Q1	$904K	Sell	12,602 -1,114	-8%	-$73K	0.13%	134
2020 Q4	$766K	Buy	+13,716	New	+$669K	0.12%	135

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

FourThought Financial's CMA Position: Q3 2022 in Review

FourThought Financial reduced its Comerica (CMA) stake by 0.74% in Q3 2022, selling an estimated $2.29K and leaving 3,881 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #257.

FourThought Financial first reported a position in CMA in Q4 2020 and has held it in 8 quarters since. The position peaked at $904K in Q1 2021. 580 funds tracked by Wall St. Rank hold CMA as of Q3 2022.

FourThought Financial held 3,881 shares of Comerica worth $276K as of Q3 2022.
FourThought Financial sold 29 Comerica shares in Q3 2022, an estimated $2.29K.
Comerica made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #257 holding.
FourThought Financial first reported a position in Comerica in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Comerica position peaked at $904K in Q1 2021.
580 funds tracked by Wall St. Rank held Comerica as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.