OLVIG
CMA

Oliver Lagore Vanvalin Investment Group’s Comerica CMA Stock Holding History

Oliver Lagore Vanvalin Investment 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
-346
Closed -$23.2K – 709
2022
Q4 		$23.2K Hold
346
– – 0.01% 254
2022
Q3 		$25K Hold
346
– – 0.02% 229
2022
Q2 		$25K Hold
346
– – 0.01% 235
2022
Q1 		$31K Buy
+346
New +$32.6K 0.02% 212

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Oliver Lagore Vanvalin Investment Group's CMA Position: Q1 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Comerica (CMA) in Q1 2023, closing a stake of 346 shares — an estimated $23.2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in CMA in Q1 2022 and held it in 4 quarters. The position peaked at $31K in Q1 2022. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 346 Comerica shares in Q1 2023, an estimated $23.2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Comerica in Q1 2022 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's Comerica position peaked at $31K in Q1 2022.
  • 516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2023, filed 20 Jun 2023.