Simplicity Solutions’s Comerica CMA Stock Holding History

Simplicity Solutions’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 Q4	$212K	Buy	+3,806	New	+$172K	0.01%	959
2023 Q2	–	Sell	-4,607	Closed	-$200K	–	1082
2023 Q1	$200K	Buy	+4,607	New	+$295K	0.01%	1023
2020 Q3	–	Sell	-6,398	Closed	-$244K	–	863
2020 Q2	$244K	Sell	6,398 -858	-12%	-$29.9K	﹤0.01%	779
2020 Q1	$213K	Buy	7,256 +899	+14%	+$48.8K	0.01%	676
2019 Q4	$456K	Sell	6,357 -29	-0.5%	-$1.99K	0.01%	563
2019 Q3	$421K	Buy	+6,386	New	+$423K	0.02%	459

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Solutions's CMA Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Comerica (CMA) in Q4 2023: 3,806 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in CMA as recently as Q1 2023.

Simplicity Solutions first reported a position in CMA in Q3 2019 and has held it in 6 quarters since. The position peaked at $456K in Q4 2019. 556 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

Simplicity Solutions held 3,806 shares of Comerica worth $212K as of Q4 2023.
Comerica was a new Simplicity Solutions position in Q4 2023.
Comerica made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #959 holding.
Simplicity Solutions first reported a position in Comerica in Q3 2019 and has held it in 6 quarters since.
Simplicity Solutions's Comerica position peaked at $456K in Q4 2019.
556 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.