Sutton Wealth Advisors’s Comerica CMA Stock Holding History

Sutton Wealth 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
2023 Q3	$8.31K	Buy	200 +30	+18%	+$1.42K	﹤0.01%	509
2023 Q2	$7.2K	Sell	170 -3	-2%	-$121	﹤0.01%	512
2023 Q1	$7.51K	Buy	173 +3	+2%	+$192	﹤0.01%	472
2022 Q4	$11.4K	Hold	170	–	–	﹤0.01%	898
2022 Q3	$12.1K	Hold	170	–	–	﹤0.01%	835
2022 Q2	$12.5K	Hold	170	–	–	0.01%	826
2022 Q1	$15.4K	Hold	170	–	–	0.01%	805
2021 Q4	$14.8K	Hold	170	–	–	﹤0.01%	806
2021 Q3	$13.7K	Hold	170	–	–	0.01%	810
2021 Q2	$12.1K	Hold	170	–	–	﹤0.01%	852
2021 Q1	$12.2K	Hold	170	–	–	﹤0.01%	816
2020 Q4	$9.5K	Hold	170	–	–	﹤0.01%	826
2020 Q3	$6.5K	Hold	170	–	–	﹤0.01%	849
2020 Q2	$6.48K	Buy	170 +66	+63%	+$2.3K	﹤0.01%	805
2020 Q1	$3.05K	Hold	104	–	–	﹤0.01%	969
2019 Q4	$7.46K	Hold	104	–	–	﹤0.01%	880
2019 Q3	$6.86K	Sell	104 -42	-29%	-$2.78K	﹤0.01%	876
2019 Q2	$10.6K	Buy	146 +42	+40%	+$3.12K	0.01%	758
2019 Q1	$7.63K	Hold	104	–	–	﹤0.01%	851
2018 Q4	$7.14K	Hold	104	–	–	﹤0.01%	817
2018 Q3	$9.38K	Hold	104	–	–	0.01%	798
2018 Q2	$9.46K	Hold	104	–	–	0.01%	845
2018 Q1	$9.98K	Hold	104	–	–	0.01%	807
2017 Q4	$9.03K	Sell	104 -4	-4%	-$322	0.01%	810
2017 Q3	$8.24K	Hold	108	–	–	0.01%	797
2017 Q2	$7.91K	Hold	108	–	–	0.01%	800
2017 Q1	$7.41K	Hold	108	–	–	0.01%	788
2016 Q4	$7.36K	Hold	108	–	–	0.01%	765
2016 Q3	$5.11K	Hold	108	–	–	﹤0.01%	813
2016 Q2	$4.44K	Hold	108	–	–	﹤0.01%	802
2016 Q1	$4.09K	Buy	+108	New	+$3.89K	﹤0.01%	796

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

Sutton Wealth Advisors's CMA Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Comerica (CMA) stake by 18% in Q3 2023, buying an estimated $1.42K and bringing the position to 200 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Sutton Wealth Advisors first reported a position in CMA in Q1 2016 and has held it in 31 quarters since. The position peaked at $15.4K in Q1 2022. 505 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

Sutton Wealth Advisors held 200 shares of Comerica worth $8.31K as of Q3 2023.
Sutton Wealth Advisors bought 30 Comerica shares in Q3 2023, an estimated $1.42K.
Comerica made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #509 holding.
Sutton Wealth Advisors first reported a position in Comerica in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Comerica position peaked at $15.4K in Q1 2022.
505 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.