JWM
CMA

Janiczek Wealth Management’s Comerica CMA Stock Holding History

Janiczek Wealth 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
2024
Q2 		$3.78K Hold
74
– – ﹤0.01% 773
2024
Q1 		$4.07K Hold
74
– – ﹤0.01% 782
2023
Q4 		$4.13K Sell
74
-131
-64% -$5.92K ﹤0.01% 770
2023
Q3 		$8.52K Buy
+205
New +$9.72K ﹤0.01% 661

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Janiczek Wealth Management's CMA Position: Q2 2024 in Review

Janiczek Wealth Management held its Comerica (CMA) position steady in Q2 2024 at 74 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Janiczek Wealth Management first reported a position in CMA in Q3 2023 and has held it in 4 quarters since. The position peaked at $8.52K in Q3 2023. 508 funds tracked by Wall St. Rank hold CMA as of Q2 2024.

  • Janiczek Wealth Management held 74 shares of Comerica worth $3.78K as of Q2 2024.
  • Janiczek Wealth Management left its Comerica share count unchanged in Q2 2024.
  • Comerica made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #773 holding.
  • Janiczek Wealth Management first reported a position in Comerica in Q3 2023 and has held it in 4 quarters since.
  • Janiczek Wealth Management's Comerica position peaked at $8.52K in Q3 2023.
  • 508 funds tracked by Wall St. Rank held Comerica as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.