KWILP
CMA

Kiwi Wealth Investments Limited Partnership’s Comerica CMA Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-23,485
Closed -$1.72M – 221
2022
Q3 		$1.72M Hold
23,485
– – 0.12% 148
2022
Q2 		$1.72M Buy
+23,485
New +$1.9M 0.12% 148
2015
Q3 		– Sell
-165,089
Closed -$8.47M – 103
2015
Q2 		$8.47M Sell
165,089
-14,903
-8% -$726K 0.9% 43
2015
Q1 		$8.12M Buy
179,992
+16,028
+10% +$715K 0.83% 50
2014
Q4 		$7.68M Buy
163,964
+23,882
+17% +$1.12M 0.77% 52
2014
Q3 		$6.98M Buy
+140,082
New +$7.02M 0.65% 55

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's CMA Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Comerica (CMA) in Q4 2022, closing a stake of 23,485 shares — an estimated $1.72M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CMA in Q3 2014 and held it in 6 quarters. The position peaked at $8.47M in Q2 2015. 569 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 23,485 Comerica shares in Q4 2022, an estimated $1.72M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Comerica in Q3 2014 and held it in 6 quarters.
  • Kiwi Wealth Investments Limited Partnership's Comerica position peaked at $8.47M in Q2 2015.
  • 569 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.