PVWM
CMA

Point View Wealth Management’s Comerica CMA Stock Holding History

Point View 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
2020
Q4 		$489K Sell
8,750
-1,861
-18% -$90.7K 0.2% 158
2020
Q3 		$406K Sell
10,611
-291
-3% -$11.2K 0.19% 153
2020
Q2 		$415K Sell
10,902
-203
-2% -$7.08K 0.2% 152
2020
Q1 		$326K Buy
+11,105
New +$603K 0.18% 170

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Point View Wealth Management's CMA Position: Q4 2020 in Review

Point View Wealth Management reduced its Comerica (CMA) stake by 18% in Q4 2020, selling an estimated $90.7K and leaving 8,750 shares worth $489K. The position accounts for 0.2% of the portfolio, ranked #158.

Point View Wealth Management first reported a position in CMA in Q1 2020 and has held it in 4 quarters since. 487 funds tracked by Wall St. Rank hold CMA as of Q4 2020.

  • Point View Wealth Management held 8,750 shares of Comerica worth $489K as of Q4 2020.
  • Point View Wealth Management sold 1,861 Comerica shares in Q4 2020, an estimated $90.7K.
  • Comerica made up 0.2% of Point View Wealth Management's portfolio in Q4 2020, its #158 holding.
  • Point View Wealth Management first reported a position in Comerica in Q1 2020 and has held it in 4 quarters since.
  • 487 funds tracked by Wall St. Rank held Comerica as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.