Intersect Capital’s Comerica CMA Stock Holding History

Intersect Capital’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	$545K	Buy	7,421 +45	+0.6%	+$3.64K	0.16%	134
2022 Q1	$667K	Buy	7,376 +140	+2%	+$13.2K	0.13%	156
2021 Q4	$630K	Buy	7,236 +12	+0.2%	+$1.03K	0.12%	157
2021 Q3	$582K	Buy	7,224 +94	+1%	+$6.76K	0.1%	168
2021 Q2	$509K	Sell	7,130 -281	-4%	-$20.8K	0.09%	178
2021 Q1	$532K	Buy	7,411 +451	+6%	+$29.5K	0.11%	155
2020 Q4	$389K	Buy	+6,960	New	+$339K	0.09%	175

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

Intersect Capital's CMA Position: Q2 2022 in Review

Intersect Capital increased its Comerica (CMA) stake by 0.61% in Q2 2022, buying an estimated $3.64K and bringing the position to 7,421 shares worth $545K. The position accounts for 0.16% of the portfolio, ranked #134.

Intersect Capital first reported a position in CMA in Q4 2020 and has held it in 7 quarters since. The position peaked at $667K in Q1 2022. 568 funds tracked by Wall St. Rank hold CMA as of Q2 2022.

Intersect Capital held 7,421 shares of Comerica worth $545K as of Q2 2022.
Intersect Capital bought 45 Comerica shares in Q2 2022, an estimated $3.64K.
Comerica made up 0.16% of Intersect Capital's portfolio in Q2 2022, its #134 holding.
Intersect Capital first reported a position in Comerica in Q4 2020 and has held it in 7 quarters since.
Intersect Capital's Comerica position peaked at $667K in Q1 2022.
568 funds tracked by Wall St. Rank held Comerica as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.