Herold Advisors’s Comerica CMA Stock Holding History

Herold Advisors’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 Q2	–	Sell	-550	Closed	-$49.7K	–	271
2022 Q1	$49.7K	Buy	+550	New	+$51.9K	0.02%	382
2021 Q4	–	Sell	-850	Closed	-$68K	–	273
2021 Q3	$68K	Buy	+850	New	+$61.2K	0.03%	332

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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

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

Herold Advisors's CMA Position: Q2 2022 in Review

Herold Advisors sold out of Comerica (CMA) in Q2 2022, closing a stake of 550 shares — an estimated $49.7K sold.

Herold Advisors first reported a position in CMA in Q3 2021 and held it in 2 quarters. The position peaked at $68K in Q3 2021. 568 funds tracked by Wall St. Rank hold CMA as of Q2 2022.

Herold Advisors reported no remaining Comerica position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 550 Comerica shares in Q2 2022, an estimated $49.7K.
Herold Advisors first reported a position in Comerica in Q3 2021 and held it in 2 quarters.
Herold Advisors's Comerica position peaked at $68K in Q3 2021.
568 funds tracked by Wall St. Rank held Comerica as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.