PCS
CMA

Personal CFO Solutions’s Comerica CMA Stock Holding History

Personal CFO Solutions’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
2022
Q4 		– Sell
-3,212
Closed -$228K – 463
2022
Q3 		$228K Sell
3,212
-65
-2% -$5.12K 0.06% 328
2022
Q2 		$240K Sell
3,277
-130
-4% -$10.5K 0.06% 327
2022
Q1 		$308K Buy
3,407
+165
+5% +$15.6K 0.06% 312
2021
Q4 		$282K Sell
3,242
-77
-2% -$6.61K 0.05% 341
2021
Q3 		$267K Buy
3,319
+64
+2% +$4.61K 0.05% 331
2021
Q2 		$232K Sell
3,255
-434
-12% -$32.2K 0.05% 371
2021
Q1 		$265K Sell
3,689
-1,869
-34% -$122K 0.06% 301
2020
Q4 		$310K Sell
5,558
-84
-1% -$4.09K 0.08% 237
2020
Q3 		$0 Buy
+5,642
New +$217K ﹤0.01% 173

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Personal CFO Solutions's CMA Position: Q4 2022 in Review

Personal CFO Solutions sold out of Comerica (CMA) in Q4 2022, closing a stake of 3,212 shares — an estimated $228K sold.

Personal CFO Solutions first reported a position in CMA in Q3 2020 and held it in 9 quarters. The position peaked at $310K in Q4 2020. 568 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

  • Personal CFO Solutions reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 3,212 Comerica shares in Q4 2022, an estimated $228K.
  • Personal CFO Solutions first reported a position in Comerica in Q3 2020 and held it in 9 quarters.
  • Personal CFO Solutions's Comerica position peaked at $310K in Q4 2020.
  • 568 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.