SBIA
CMA

Sheaff Brock Investment Advisors’s Comerica CMA Stock Holding History

Sheaff Brock Investment 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
2024
Q2 		– Sell
-4,029
Closed -$222K – 467
2024
Q1 		$222K Sell
4,029
-523
-11% -$27.3K 0.01% 423
2023
Q4 		$254K Buy
+4,552
New +$206K 0.02% 373
2023
Q1 		– Sell
-4,778
Closed -$319K – 522
2022
Q4 		$319K Sell
4,778
-19
-0.4% -$1.32K 0.03% 325
2022
Q3 		$341K Sell
4,797
-20
-0.4% -$1.58K 0.04% 302
2022
Q2 		$354K Sell
4,817
-19
-0.4% -$1.53K 0.03% 301
2022
Q1 		$438K Sell
4,836
-21
-0.4% -$1.98K 0.03% 302
2021
Q4 		$422K Sell
4,857
-46
-0.9% -$3.95K 0.03% 310
2021
Q3 		$395K Sell
4,903
-141
-3% -$10.1K 0.03% 312
2021
Q2 		$360K Sell
5,044
-64
-1% -$4.74K 0.03% 327
2021
Q1 		$366K Hold
5,108
– – 0.03% 310
2020
Q4 		$285K Buy
+5,108
New +$249K 0.02% 345
2020
Q1 		– Sell
-4,908
Closed -$352K – 427
2019
Q4 		$352K Sell
4,908
-420
-8% -$28.8K 0.03% 301
2019
Q3 		$352K Buy
5,328
+300
+6% +$19.9K 0.04% 303
2019
Q2 		$365K Buy
5,028
+1,000
+25% +$74.3K 0.04% 303
2019
Q1 		$295K Hold
4,028
– – 0.04% 342
2018
Q4 		$277K Buy
4,028
+120
+3% +$9.54K 0.04% 334
2018
Q3 		$353K Sell
3,908
-61
-2% -$5.82K 0.03% 324
2018
Q2 		$361K Hold
3,969
– – 0.04% 323
2018
Q1 		$381K Hold
3,969
– – 0.04% 311
2017
Q4 		$345K Hold
3,969
– – 0.04% 323
2017
Q3 		$303K Hold
3,969
– – 0.04% 357
2017
Q2 		$291K Hold
3,969
– – 0.04% 386
2017
Q1 		$272K Hold
3,969
– – 0.04% 418
2016
Q4 		$270K Buy
+3,969
New +$233K 0.03% 440

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Sheaff Brock Investment Advisors's CMA Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Comerica (CMA) in Q2 2024, closing a stake of 4,029 shares — an estimated $222K sold.

Sheaff Brock Investment Advisors first reported a position in CMA in Q4 2016 and held it in 24 quarters. The position peaked at $438K in Q1 2022. 509 funds tracked by Wall St. Rank hold CMA as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Comerica position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,029 Comerica shares in Q2 2024, an estimated $222K.
  • Sheaff Brock Investment Advisors first reported a position in Comerica in Q4 2016 and held it in 24 quarters.
  • Sheaff Brock Investment Advisors's Comerica position peaked at $438K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held Comerica as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.