SFO
CMA

Standard Family Office’s Comerica CMA Stock Holding History

Standard Family Office’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
Q3 		– Sell
-28
Closed -$2K – 154
2021
Q2 		$2K Hold
28
– – ﹤0.01% 351
2021
Q1 		$2K Hold
28
– – ﹤0.01% 402
2020
Q4 		$2K Buy
+28
New +$1.36K ﹤0.01% 398

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Standard Family Office's CMA Position: Q3 2021 in Review

Standard Family Office sold out of Comerica (CMA) in Q3 2021, closing a stake of 28 shares — an estimated $2K sold.

Standard Family Office first reported a position in CMA in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 534 funds tracked by Wall St. Rank hold CMA as of Q3 2021.

  • Standard Family Office reported no remaining Comerica position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 28 Comerica shares in Q3 2021, an estimated $2K.
  • Standard Family Office first reported a position in Comerica in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Comerica position peaked at $2K in Q2 2021.
  • 534 funds tracked by Wall St. Rank held Comerica as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.