Meitav Investment House’s Comerica CMA Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-1,098	Closed	-$47K	–	368
2023 Q2	$47K	Buy	+1,098	New	+$44.4K	﹤0.01%	443

Other funds holding CMA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Meitav Investment House's CMA Position: Q3 2023 in Review

Meitav Investment House sold out of Comerica (CMA) in Q3 2023, closing a stake of 1,098 shares — an estimated $47K sold.

Meitav Investment House first reported a position in CMA in Q2 2023 and held it in 1 quarter. The position peaked at $47K in Q2 2023. 506 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

Meitav Investment House reported no remaining Comerica position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 1,098 Comerica shares in Q3 2023, an estimated $47K.
Meitav Investment House first reported a position in Comerica in Q2 2023 and held it in 1 quarter.
Meitav Investment House's Comerica position peaked at $47K in Q2 2023.
506 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.