Sageworth Trust Company of South Dakota’s Comerica CMA Stock Holding History

Sageworth Trust Company of South Dakota’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	-236	Closed	-$16K	–	239
2022 Q4	$16K	Hold	236	–	–	0.04%	81
2022 Q3	$17K	Sell	236 -361	-60%	-$28.4K	0.04%	67
2022 Q2	$44K	Sell	597 -314	-34%	-$25.4K	0.09%	55
2022 Q1	$82K	Sell	911 -1,058	-54%	-$99.8K	0.15%	48
2021 Q4	$171K	Buy	+1,969	New	+$169K	0.26%	37

Other funds holding CMA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sageworth Trust Company of South Dakota's CMA Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of Comerica (CMA) in Q1 2023, closing a stake of 236 shares — an estimated $16K sold.

Sageworth Trust Company of South Dakota first reported a position in CMA in Q4 2021 and held it in 5 quarters. The position peaked at $171K in Q4 2021. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 236 Comerica shares in Q1 2023, an estimated $16K.
Sageworth Trust Company of South Dakota first reported a position in Comerica in Q4 2021 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's Comerica position peaked at $171K in Q4 2021.
516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.