LI
CMA

LVZ Inc’s Comerica CMA Stock Holding History

LVZ Inc’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
-6,868
Closed -$383K – 148
2023
Q4 		$383K Buy
6,868
+590
+9% +$26.7K 0.05% 88
2023
Q3 		$261K Sell
6,278
-2,526
-29% -$120K 0.04% 90
2023
Q2 		$373K Buy
8,804
+3,490
+66% +$141K 0.05% 89
2023
Q1 		$231K Buy
5,314
+1,876
+55% +$120K 0.03% 128
2022
Q4 		$230K Buy
3,438
+205
+6% +$14.2K 0.04% 124
2022
Q3 		$230K Sell
3,233
-4
-0.1% -$315 0.04% 99
2022
Q2 		$238K Buy
3,237
+448
+16% +$36.2K 0.04% 92
2022
Q1 		$252K Buy
+2,789
New +$263K 0.04% 93

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

LVZ Inc's CMA Position: Q1 2024 in Review

LVZ Inc sold out of Comerica (CMA) in Q1 2024, closing a stake of 6,868 shares — an estimated $383K sold.

LVZ Inc first reported a position in CMA in Q1 2022 and held it in 8 quarters. The position peaked at $383K in Q4 2023. 558 funds tracked by Wall St. Rank hold CMA as of Q1 2024.

  • LVZ Inc reported no remaining Comerica position as of Q1 2024 after selling out during the quarter.
  • LVZ Inc sold 6,868 Comerica shares in Q1 2024, an estimated $383K.
  • LVZ Inc first reported a position in Comerica in Q1 2022 and held it in 8 quarters.
  • LVZ Inc's Comerica position peaked at $383K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Comerica as of Q1 2024.

Based on LVZ Inc's 13F filing for Q1 2024, filed 17 Apr 2024.