RWA
CMA

Ropes Wealth Advisors’s Comerica CMA Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-41
Closed -$2K – 346
2020
Q4 		$2K Buy
+41
New +$2K ﹤0.01% 634
2020
Q3 		– Sell
-45
Closed -$2K – 614
2020
Q2 		$2K Buy
+45
New +$1.57K ﹤0.01% 527
2016
Q1 		– Sell
-1,892
Closed -$79K – 467
2015
Q4 		$79K Buy
+1,892
New +$82.7K 0.03% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ropes Wealth Advisors's CMA Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Comerica (CMA) in Q1 2021, closing a stake of 41 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in CMA in Q4 2015 and held it in 3 quarters. The position peaked at $79K in Q4 2015. 519 funds tracked by Wall St. Rank hold CMA as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Comerica position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 41 Comerica shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Comerica in Q4 2015 and held it in 3 quarters.
  • Ropes Wealth Advisors's Comerica position peaked at $79K in Q4 2015.
  • 519 funds tracked by Wall St. Rank held Comerica as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.