LWA
CMA

Lenox Wealth Advisors’s Comerica CMA Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-22
Closed -$2K – 804
2021
Q4 		$2K Buy
+22
New +$1.89K ﹤0.01% 701
2020
Q1 		– Sell
-6
Closed – – 789
2019
Q4 		$0 Buy
+6
New +$412 ﹤0.01% 740
2014
Q4 		– Sell
-102
Closed -$5K – 327
2014
Q3 		$5K Hold
102
– – ﹤0.01% 230
2014
Q2 		$5K Hold
102
– – ﹤0.01% 163
2014
Q1 		$5K Sell
102
-70
-41% -$3.37K ﹤0.01% 164
2013
Q4 		$8K Buy
172
+70
+69% +$3.07K 0.01% 187
2013
Q3 		$4K Hold
102
– – ﹤0.01% 180
2013
Q2 		$4K Buy
+102
New +$3.81K ﹤0.01% 201

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Lenox Wealth Advisors's CMA Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Comerica (CMA) in Q1 2022, closing a stake of 22 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CMA in Q2 2013 and held it in 8 quarters. The position peaked at $8K in Q4 2013. 607 funds tracked by Wall St. Rank hold CMA as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Comerica position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 22 Comerica shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Comerica in Q2 2013 and held it in 8 quarters.
  • Lenox Wealth Advisors's Comerica position peaked at $8K in Q4 2013.
  • 607 funds tracked by Wall St. Rank held Comerica as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.