Quaker Wealth Management’s Comerica CMA Stock Holding History

Quaker 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
2025 Q2	–	Sell	-4	Closed	-$237	–	1027
2025 Q1	$237	Buy	+4	New	+$251	﹤0.01%	815

Other funds holding CMA

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Quaker Wealth Management's CMA Position: Q3 2020 in Review

Quaker Wealth Management sold out of Comerica (CMA) in Q3 2020, closing a stake of 11,774 shares — an estimated $449K sold.

Quaker Wealth Management first reported a position in CMA in Q1 2020 and held it in 2 quarters. The position peaked at $503K in Q1 2020. 447 funds tracked by Wall St. Rank hold CMA as of Q3 2020.

Quaker Wealth Management reported no remaining Comerica position as of Q3 2020 after selling out during the quarter.
Quaker Wealth Management sold 11,774 Comerica shares in Q3 2020, an estimated $449K.
Quaker Wealth Management first reported a position in Comerica in Q1 2020 and held it in 2 quarters.
Quaker Wealth Management's Comerica position peaked at $503K in Q1 2020.
447 funds tracked by Wall St. Rank held Comerica as of Q3 2020.

Based on Quaker Wealth Management's 13F filing for Q3 2020, filed 30 Oct 2020.