LF
CMA

Lee Financial’s Comerica CMA Stock Holding History

Lee Financial’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
Q1 		– Sell
-64
Closed -$3.62K – 277
2023
Q4 		$3.62K Buy
+64
New +$2.89K ﹤0.01% 613
2023
Q1 		– Sell
-16,801
Closed -$1.08M – 791
2022
Q4 		$1.12M Buy
16,801
+26
+0.2% +$1.8K 0.19% 60
2022
Q3 		$1.19M Hold
16,775
– – 0.22% 61
2022
Q2 		$1.23M Sell
16,775
-121
-0.7% -$9.78K 0.23% 58
2022
Q1 		$1.53M Buy
16,896
+2,357
+16% +$222K 0.27% 50
2021
Q4 		$1.26M Sell
14,539
-60
-0.4% -$5.15K 0.24% 54
2021
Q3 		$1.18M Hold
14,599
– – 0.24% 56
2021
Q2 		$1.04M Buy
14,599
+4,422
+43% +$328K 0.22% 61
2021
Q1 		$730K Buy
+10,177
New +$667K 0.17% 68

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's CMA Position: Q1 2024 in Review

Lee Financial sold out of Comerica (CMA) in Q1 2024, closing a stake of 64 shares — an estimated $3.62K sold.

Lee Financial first reported a position in CMA in Q1 2021 and held it in 9 quarters. The position peaked at $1.53M in Q1 2022. 557 funds tracked by Wall St. Rank hold CMA as of Q1 2024.

  • Lee Financial reported no remaining Comerica position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 64 Comerica shares in Q1 2024, an estimated $3.62K.
  • Lee Financial first reported a position in Comerica in Q1 2021 and held it in 9 quarters.
  • Lee Financial's Comerica position peaked at $1.53M in Q1 2022.
  • 557 funds tracked by Wall St. Rank held Comerica as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.