FIM
CMA

Freedom Investment Management’s Comerica CMA Stock Holding History

Freedom Investment Management’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
-7,479
Closed -$500K – 705
2022
Q4 		$500K Buy
7,479
+295
+4% +$20.4K 0.06% 427
2022
Q3 		$511K Buy
+7,184
New +$566K 0.06% 415
2021
Q4 		– Sell
-2,900
Closed -$233K – 864
2021
Q3 		$233K Buy
+2,900
New +$209K 0.02% 710
2020
Q1 		– Sell
-3,511
Closed -$252K – 673
2019
Q4 		$252K Buy
3,511
+24
+0.7% +$1.65K 0.02% 551
2019
Q3 		$230K Sell
3,487
-3,722
-52% -$246K 0.02% 593
2019
Q2 		$524K Buy
7,209
+1,636
+29% +$122K 0.04% 354
2019
Q1 		$409K Sell
5,573
-18,668
-77% -$1.5M 0.03% 427
2018
Q4 		$1.67M Sell
24,241
-1,017
-4% -$80.8K 0.13% 157
2018
Q3 		$2.47M Buy
25,258
+2,754
+12% +$263K 0.15% 120
2018
Q2 		$2.05M Buy
22,504
+9,583
+74% +$918K 0.12% 160
2018
Q1 		$1.24M Buy
+12,921
New +$1.23M 0.06% 302
2017
Q4 		– Sell
-3,273
Closed -$250K – 1138
2017
Q3 		$250K Buy
+3,273
New +$235K 0.01% 929

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Freedom Investment Management's CMA Position: Q1 2023 in Review

Freedom Investment Management sold out of Comerica (CMA) in Q1 2023, closing a stake of 7,479 shares — an estimated $500K sold.

Freedom Investment Management first reported a position in CMA in Q3 2017 and held it in 12 quarters. The position peaked at $2.47M in Q3 2018. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • Freedom Investment Management reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 7,479 Comerica shares in Q1 2023, an estimated $500K.
  • Freedom Investment Management first reported a position in Comerica in Q3 2017 and held it in 12 quarters.
  • Freedom Investment Management's Comerica position peaked at $2.47M in Q3 2018.
  • 516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.