PPWM
CMA

PFG Private Wealth Management’s Comerica CMA Stock Holding History

PFG Private Wealth Management’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
-49
Closed -$3K – 305
2022
Q4 		$3K Hold
49
– – ﹤0.01% 258
2022
Q3 		$3K Hold
49
– – ﹤0.01% 251
2022
Q2 		$4K Hold
49
– – ﹤0.01% 232
2022
Q1 		$4K Hold
49
– – ﹤0.01% 230
2021
Q4 		$4K Hold
49
– – ﹤0.01% 233
2021
Q3 		$4K Buy
+49
New +$3.53K ﹤0.01% 214

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
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

PFG Private Wealth Management's CMA Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Comerica (CMA) in Q1 2023, closing a stake of 49 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in CMA in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 49 Comerica shares in Q1 2023, an estimated $3K.
  • PFG Private Wealth Management first reported a position in Comerica in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's Comerica position peaked at $4K in Q2 2022.
  • 516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.