Sanford Advisory Services’s Comerica CMA Stock Holding History

Sanford Advisory Services’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
2022 Q2	–	Sell	-2,663	Closed	-$241K	–	117
2022 Q1	$241K	Hold	2,663	–	–	0.07%	96
2021 Q4	$232K	Hold	2,663	–	–	0.05%	99
2021 Q3	$214K	Buy	+2,663	New	+$192K	0.05%	103

Other funds holding CMA

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Sanford Advisory Services's CMA Position: Q2 2022 in Review

Sanford Advisory Services sold out of Comerica (CMA) in Q2 2022, closing a stake of 2,663 shares — an estimated $241K sold.

Sanford Advisory Services first reported a position in CMA in Q3 2021 and held it in 3 quarters. The position peaked at $241K in Q1 2022. 569 funds tracked by Wall St. Rank hold CMA as of Q2 2022.

Sanford Advisory Services reported no remaining Comerica position as of Q2 2022 after selling out during the quarter.
Sanford Advisory Services sold 2,663 Comerica shares in Q2 2022, an estimated $241K.
Sanford Advisory Services first reported a position in Comerica in Q3 2021 and held it in 3 quarters.
Sanford Advisory Services's Comerica position peaked at $241K in Q1 2022.
569 funds tracked by Wall St. Rank held Comerica as of Q2 2022.

Based on Sanford Advisory Services's 13F filing for Q2 2022, filed 28 Jul 2022.