MLFP
CMA

MPS Loria Financial Planners’s Comerica CMA Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-15
Closed -$1K – 191
2021
Q1 		$1K Hold
15
– – ﹤0.01% 479
2020
Q4 		$1K Buy
+15
New +$731 ﹤0.01% 518

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MPS Loria Financial Planners's CMA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Comerica (CMA) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in CMA in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 519 funds tracked by Wall St. Rank hold CMA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Comerica position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 15 Comerica shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Comerica in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Comerica position peaked at $1K in Q1 2021.
  • 519 funds tracked by Wall St. Rank held Comerica as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.