SFS
CMA

Sowell Financial Services’s Comerica CMA Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-3,196
Closed -$249K – 923
2021
Q1 		$249K Sell
3,196
-1,435
-31% -$94K 0.01% 927
2020
Q4 		$259K Buy
4,631
+2,101
+83% +$102K 0.01% 752
2020
Q3 		$97K Buy
2,530
+2,110
+502% +$81.1K ﹤0.01% 982
2020
Q2 		$16K Sell
420
-6,882
-94% -$240K ﹤0.01% 1528
2020
Q1 		$214K Buy
7,302
+6,803
+1,363% +$369K 0.02% 629
2019
Q4 		$36K Buy
499
+26
+5% +$1.78K ﹤0.01% 1252
2019
Q3 		$31K Buy
+473
New +$31.3K ﹤0.01% 1133

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sowell Financial Services's CMA Position: Q2 2021 in Review

Sowell Financial Services sold out of Comerica (CMA) in Q2 2021, closing a stake of 3,196 shares — an estimated $249K sold.

Sowell Financial Services first reported a position in CMA in Q3 2019 and held it in 7 quarters. The position peaked at $259K in Q4 2020. 519 funds tracked by Wall St. Rank hold CMA as of Q2 2021.

  • Sowell Financial Services reported no remaining Comerica position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,196 Comerica shares in Q2 2021, an estimated $249K.
  • Sowell Financial Services first reported a position in Comerica in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Comerica position peaked at $259K in Q4 2020.
  • 519 funds tracked by Wall St. Rank held Comerica as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.