OP
CMA

ORG Partners’s Comerica CMA Stock Holding History

ORG Partners’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
-5
Closed -$220 – 1401
2023
Q2 		$220 Buy
+5
New +$202 ﹤0.01% 1318

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

ORG Partners's CMA Position: Q3 2023 in Review

ORG Partners sold out of Comerica (CMA) in Q3 2023, closing a stake of 5 shares — an estimated $220 sold.

ORG Partners first reported a position in CMA in Q2 2023 and held it in 1 quarter. The position peaked at $220 in Q2 2023. 505 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

  • ORG Partners reported no remaining Comerica position as of Q3 2023 after selling out during the quarter.
  • ORG Partners sold 5 Comerica shares in Q3 2023, an estimated $220.
  • ORG Partners first reported a position in Comerica in Q2 2023 and held it in 1 quarter.
  • ORG Partners's Comerica position peaked at $220 in Q2 2023.
  • 505 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

Based on ORG Partners's 13F filing for Q3 2023, filed 3 Nov 2023.