PFG
CMA

Peterson Financial Group’s Comerica CMA Stock Holding History

Peterson Financial 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
2024
Q3 		$1.16K Buy
+19
New +$1.05K ﹤0.01% 387

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Peterson Financial Group's CMA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Comerica (CMA) in Q3 2024: 19 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings.

530 funds tracked by Wall St. Rank hold CMA as of Q3 2024.

  • Peterson Financial Group held 19 shares of Comerica worth $1.16K as of Q3 2024.
  • Comerica was a new Peterson Financial Group position in Q3 2024.
  • Comerica made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #387 holding.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.