SIA
CMA

Strategic Investment Advisors’s Comerica CMA Stock Holding History

Strategic Investment Advisors’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
2022
Q4 		– Sell
-3,072
Closed -$218K – 228
2022
Q3 		$218K Buy
3,072
+15
+0.5% +$1.18K 0.05% 166
2022
Q2 		$224K Buy
+3,057
New +$247K 0.04% 194

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 $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Strategic Investment Advisors's CMA Position: Q4 2022 in Review

Strategic Investment Advisors sold out of Comerica (CMA) in Q4 2022, closing a stake of 3,072 shares — an estimated $218K sold.

Strategic Investment Advisors first reported a position in CMA in Q2 2022 and held it in 2 quarters. The position peaked at $224K in Q2 2022. 569 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

  • Strategic Investment Advisors reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
  • Strategic Investment Advisors sold 3,072 Comerica shares in Q4 2022, an estimated $218K.
  • Strategic Investment Advisors first reported a position in Comerica in Q2 2022 and held it in 2 quarters.
  • Strategic Investment Advisors's Comerica position peaked at $224K in Q2 2022.
  • 569 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Strategic Investment Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.