Long Island Wealth Management’s Comerica CMA Stock Holding History

Long Island 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
2024 Q1	–	Sell	-40	Closed	-$2K	–	132
2023 Q4	$2K	Buy	+40	New	+$1.81K	﹤0.01%	334

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Long Island Wealth Management's CMA Position: Q1 2024 in Review

Long Island Wealth Management sold out of Comerica (CMA) in Q1 2024, closing a stake of 40 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in CMA in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 558 funds tracked by Wall St. Rank hold CMA as of Q1 2024.

Long Island Wealth Management reported no remaining Comerica position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 40 Comerica shares in Q1 2024, an estimated $2K.
Long Island Wealth Management first reported a position in Comerica in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Comerica position peaked at $2K in Q4 2023.
558 funds tracked by Wall St. Rank held Comerica as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.