MOTCO’s Comerica CMA Stock Holding History

MOTCO’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 Q4	–	Sell	-150	Closed	-$8.99K	–	498
2024 Q3	$8.99K	Buy	+150	New	+$8.27K	﹤0.01%	481
2022 Q1	–	Sell	-150	Closed	-$13K	–	601
2021 Q4	$13K	Sell	150 -1,041	-87%	-$89.3K	﹤0.01%	459
2021 Q3	$96K	Buy	+1,191	New	+$85.7K	0.01%	291
2021 Q1	–	Sell	-18	Closed	-$1K	–	612
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	724
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	624
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	589
2020 Q1	$1K	Sell	18 -82	-82%	-$4.45K	﹤0.01%	590
2019 Q4	$7K	Sell	100 -460	-82%	-$31.6K	﹤0.01%	454
2019 Q3	$37K	Sell	560 -321	-36%	-$21.2K	﹤0.01%	343
2019 Q2	$64K	Buy	881 +111	+14%	+$8.25K	0.01%	332
2019 Q1	$56K	Hold	770	–	–	0.01%	311
2018 Q4	$53K	Hold	770	–	–	0.01%	311
2018 Q3	$69K	Hold	770	–	–	0.01%	302
2018 Q2	$70K	Hold	770	–	–	0.01%	287
2018 Q1	$74K	Buy	+770	New	+$73.4K	0.01%	292

Other funds holding CMA

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

NRCM

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

MOTCO's CMA Position: Q4 2024 in Review

MOTCO sold out of Comerica (CMA) in Q4 2024, closing a stake of 150 shares — an estimated $8.99K sold.

MOTCO first reported a position in CMA in Q1 2018 and held it in 15 quarters. The position peaked at $96K in Q3 2021. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

MOTCO reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
MOTCO sold 150 Comerica shares in Q4 2024, an estimated $8.99K.
MOTCO first reported a position in Comerica in Q1 2018 and held it in 15 quarters.
MOTCO's Comerica position peaked at $96K in Q3 2021.
573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on MOTCO's 13F filing for Q4 2024, filed 5 Feb 2025.