MAM
CMA

Marquette Asset Management’s Comerica CMA Stock Holding History

Marquette Asset 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
2023
Q4 		– Sell
-158
Closed -$6.57K – 219
2023
Q3 		$6.57K Buy
+158
New +$7.49K ﹤0.01% 237
2019
Q2 		– Sell
-59
Closed -$4K – 261
2019
Q1 		$4K Buy
+59
New +$4.73K ﹤0.01% 280

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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

Marquette Asset Management's CMA Position: Q4 2023 in Review

Marquette Asset Management sold out of Comerica (CMA) in Q4 2023, closing a stake of 158 shares — an estimated $6.57K sold.

Marquette Asset Management first reported a position in CMA in Q1 2019 and held it in 2 quarters. The position peaked at $6.57K in Q3 2023. 557 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

  • Marquette Asset Management reported no remaining Comerica position as of Q4 2023 after selling out during the quarter.
  • Marquette Asset Management sold 158 Comerica shares in Q4 2023, an estimated $6.57K.
  • Marquette Asset Management first reported a position in Comerica in Q1 2019 and held it in 2 quarters.
  • Marquette Asset Management's Comerica position peaked at $6.57K in Q3 2023.
  • 557 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on Marquette Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.