Paces Ferry Wealth Advisors’s Comerica CMA Stock Holding History

Paces Ferry Wealth Advisors’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
2020 Q4	–	Sell	-60	Closed	-$2K	–	311
2020 Q3	$2K	Buy	+60	New	+$2.31K	﹤0.01%	645

Other funds holding CMA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Paces Ferry Wealth Advisors's CMA Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Comerica (CMA) in Q4 2020, closing a stake of 60 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in CMA in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 486 funds tracked by Wall St. Rank hold CMA as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Comerica position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 60 Comerica shares in Q4 2020, an estimated $2K.
Paces Ferry Wealth Advisors first reported a position in Comerica in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Comerica position peaked at $2K in Q3 2020.
486 funds tracked by Wall St. Rank held Comerica as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.