SteelPeak Wealth’s Comerica CMA Stock Holding History

SteelPeak Wealth’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
2020 Q4	–	Sell	-5,928	Closed	-$227K	–	332
2020 Q3	$227K	Buy	+5,928	New	+$228K	0.02%	243

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

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

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

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

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

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

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

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

SteelPeak Wealth's CMA Position: Q4 2020 in Review

SteelPeak Wealth sold out of Comerica (CMA) in Q4 2020, closing a stake of 5,928 shares — an estimated $227K sold.

SteelPeak Wealth first reported a position in CMA in Q3 2020 and held it in 1 quarter. The position peaked at $227K in Q3 2020. 487 funds tracked by Wall St. Rank hold CMA as of Q4 2020.

SteelPeak Wealth reported no remaining Comerica position as of Q4 2020 after selling out during the quarter.
SteelPeak Wealth sold 5,928 Comerica shares in Q4 2020, an estimated $227K.
SteelPeak Wealth first reported a position in Comerica in Q3 2020 and held it in 1 quarter.
SteelPeak Wealth's Comerica position peaked at $227K in Q3 2020.
487 funds tracked by Wall St. Rank held Comerica as of Q4 2020.

Based on SteelPeak Wealth's 13F filing for Q4 2020, filed 4 Feb 2021.