SFG
CMA

Steward Financial Group’s Comerica CMA Stock Holding History

Steward Financial Group’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
Q3 		$3K Buy
+92
New +$4.36K ﹤0.01% 806
2022
Q3 		– Sell
-14
Closed -$1K – 319
2022
Q2 		$1K Buy
+14
New +$1.13K ﹤0.01% 696

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Steward Financial Group's CMA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Comerica (CMA) in Q3 2023: 92 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CMA as recently as Q2 2022.

Steward Financial Group first reported a position in CMA in Q2 2022 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

  • Steward Financial Group held 92 shares of Comerica worth $3K as of Q3 2023.
  • Comerica was a new Steward Financial Group position in Q3 2023.
  • Comerica made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #806 holding.
  • Steward Financial Group first reported a position in Comerica in Q2 2022 and has held it in 2 quarters since.
  • 505 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.