M Holdings Securities’s Comerica CMA Stock Holding History

M Holdings Securities’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
2023 Q1	–	Sell	-4,363	Closed	-$292K	–	488
2022 Q4	$292K	Buy	4,363 +40	+0.9%	+$2.77K	0.03%	345
2022 Q3	$307K	Buy	4,323 +37	+0.9%	+$2.92K	0.03%	320
2022 Q2	$315K	Buy	4,286 +26	+0.6%	+$2.1K	0.03%	326
2022 Q1	$385K	Buy	+4,260	New	+$402K	0.03%	344
2021 Q2	–	Sell	-4,112	Closed	-$295K	–	274
2021 Q1	$295K	Buy	+4,112	New	+$269K	0.03%	391

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

M Holdings Securities's CMA Position: Q1 2023 in Review

M Holdings Securities sold out of Comerica (CMA) in Q1 2023, closing a stake of 4,363 shares — an estimated $292K sold.

M Holdings Securities first reported a position in CMA in Q1 2021 and held it in 5 quarters. The position peaked at $385K in Q1 2022. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

M Holdings Securities reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
M Holdings Securities sold 4,363 Comerica shares in Q1 2023, an estimated $292K.
M Holdings Securities first reported a position in Comerica in Q1 2021 and held it in 5 quarters.
M Holdings Securities's Comerica position peaked at $385K in Q1 2022.
516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.