RFA
CMA

Reilly Financial Advisors’s Comerica CMA Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$2K Buy
+26
New +$2.23K ﹤0.01% 971
2020
Q1 		– Sell
-345
Closed -$25K – 889
2019
Q4 		$25K Sell
345
-6,095
-95% -$418K ﹤0.01% 456
2019
Q3 		$425K Sell
6,440
-10,488
-62% -$694K 0.05% 144
2019
Q2 		$1.23M Buy
+16,928
New +$1.26M 0.15% 103
2018
Q1 		– Sell
-190
Closed -$16K – 978
2017
Q4 		$16K Buy
+190
New +$15.3K ﹤0.01% 553

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

Reilly Financial Advisors's CMA Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Comerica (CMA) in Q4 2021: 26 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in CMA as recently as Q4 2019.

Reilly Financial Advisors first reported a position in CMA in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.23M in Q2 2019. 587 funds tracked by Wall St. Rank hold CMA as of Q4 2021.

  • Reilly Financial Advisors held 26 shares of Comerica worth $2K as of Q4 2021.
  • Comerica was a new Reilly Financial Advisors position in Q4 2021.
  • Comerica made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #971 holding.
  • Reilly Financial Advisors first reported a position in Comerica in Q4 2017 and has held it in 5 quarters since.
  • Reilly Financial Advisors's Comerica position peaked at $1.23M in Q2 2019.
  • 587 funds tracked by Wall St. Rank held Comerica as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.