KFP
CMA

KB Financial Partners’s Comerica CMA Stock Holding History

KB Financial Partners’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
Q3 		$8K Hold
193
– – ﹤0.01% 399
2023
Q2 		$8K Hold
193
– – ﹤0.01% 404
2023
Q1 		$8K Sell
193
-30
-13% -$1.92K ﹤0.01% 393
2022
Q4 		$15K Hold
223
– – 0.01% 363
2022
Q3 		$16K Hold
223
– – 0.01% 351
2022
Q2 		$16K Hold
223
– – 0.01% 346
2022
Q1 		$20K Hold
223
– – 0.01% 353
2021
Q4 		$19K Buy
+223
New +$19.1K 0.01% 373
2021
Q3 		– Sell
-223
Closed -$16K – 240
2021
Q2 		$16K Hold
223
– – 0.01% 373
2021
Q1 		$16K Buy
+223
New +$14.6K 0.01% 388

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

KB Financial Partners's CMA Position: Q3 2023 in Review

KB Financial Partners held its Comerica (CMA) position steady in Q3 2023 at 193 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

KB Financial Partners first reported a position in CMA in Q1 2021 and has held it in 10 quarters since. The position peaked at $20K in Q1 2022. 505 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

  • KB Financial Partners held 193 shares of Comerica worth $8K as of Q3 2023.
  • KB Financial Partners left its Comerica share count unchanged in Q3 2023.
  • Comerica made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #399 holding.
  • KB Financial Partners first reported a position in Comerica in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Comerica position peaked at $20K in Q1 2022.
  • 505 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.