NFSG
CMA

Newbridge Financial Services Group’s Comerica CMA Stock Holding History

Newbridge Financial Services Group’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
-93
Closed -$5.96K – 1423
2022
Q4 		$6.22K Buy
93
+80
+615% +$5.54K ﹤0.01% 1020
2022
Q3 		$1K Sell
13
-45
-78% -$3.55K ﹤0.01% 1276
2022
Q2 		$4K Buy
58
+28
+93% +$2.26K ﹤0.01% 1044
2022
Q1 		$3K Buy
+30
New +$2.83K ﹤0.01% 1186

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Newbridge Financial Services Group's CMA Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of Comerica (CMA) in Q1 2023, closing a stake of 93 shares — an estimated $5.96K sold.

Newbridge Financial Services Group first reported a position in CMA in Q1 2022 and held it in 4 quarters. The position peaked at $6.22K in Q4 2022. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 93 Comerica shares in Q1 2023, an estimated $5.96K.
  • Newbridge Financial Services Group first reported a position in Comerica in Q1 2022 and held it in 4 quarters.
  • Newbridge Financial Services Group's Comerica position peaked at $6.22K in Q4 2022.
  • 516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.