LWM
CMA

Liberty Wealth Management’s Comerica CMA Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,562
Closed -$132K – 328
2021
Q3 		$132K Buy
1,562
+1,040
+199% +$74.8K 0.05% 234
2021
Q2 		$37K Sell
522
-90
-15% -$6.67K 0.01% 381
2021
Q1 		$35K Hold
612
– – 0.02% 348
2020
Q4 		$35K Sell
612
-190
-24% -$9.26K 0.02% 346
2020
Q3 		$31K Buy
+802
New +$30.8K 0.02% 321
2019
Q1 		– Sell
-381
Closed -$26K – 748
2018
Q4 		$26K Buy
+381
New +$30.3K 0.02% 287

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
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 $544B AUM 28.31% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Liberty Wealth Management's CMA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Comerica (CMA) in Q4 2021, closing a stake of 1,562 shares — an estimated $132K sold.

Liberty Wealth Management first reported a position in CMA in Q4 2018 and held it in 6 quarters. The position peaked at $132K in Q3 2021. 588 funds tracked by Wall St. Rank hold CMA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Comerica position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,562 Comerica shares in Q4 2021, an estimated $132K.
  • Liberty Wealth Management first reported a position in Comerica in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Comerica position peaked at $132K in Q3 2021.
  • 588 funds tracked by Wall St. Rank held Comerica as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.