SW
CMA

SVB Wealth’s Comerica CMA Stock Holding History

SVB 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
2024
Q2 		– Sell
-4,377
Closed -$241K – 765
2024
Q1 		$241K Sell
4,377
-349
-7% -$18.2K 0.01% 699
2023
Q4 		$264K Buy
+4,726
New +$214K 0.01% 675
2023
Q1 		– Sell
-4,016
Closed -$268K – 1025
2022
Q4 		$268K Sell
4,016
-278
-6% -$19.3K ﹤0.01% 787
2022
Q3 		$305K Buy
+4,294
New +$338K ﹤0.01% 686
2022
Q2 		– Sell
-2,344
Closed -$212K – 772
2022
Q1 		$212K Sell
2,344
-8
-0.3% -$755 ﹤0.01% 686
2021
Q4 		$204K Sell
2,352
-3,267
-58% -$280K ﹤0.01% 702
2021
Q3 		$453K Buy
5,619
+458
+9% +$33K 0.01% 633
2021
Q2 		$368K Sell
5,161
-55
-1% -$4.08K ﹤0.01% 674
2021
Q1 		$375K Buy
5,216
+264
+5% +$17.3K 0.01% 601
2020
Q4 		$276K Buy
+4,952
New +$241K ﹤0.01% 648
2019
Q4 		– Sell
-6,941
Closed -$458K – 659
2019
Q3 		$458K Sell
6,941
-6,226
-47% -$412K 0.01% 388
2019
Q2 		$956K Sell
13,167
-8,968
-41% -$666K 0.03% 286
2019
Q1 		$1.62M Buy
+22,135
New +$1.77M 0.06% 179

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

SVB Wealth's CMA Position: Q2 2024 in Review

SVB Wealth sold out of Comerica (CMA) in Q2 2024, closing a stake of 4,377 shares — an estimated $241K sold.

SVB Wealth first reported a position in CMA in Q1 2019 and held it in 13 quarters. The position peaked at $1.62M in Q1 2019. 508 funds tracked by Wall St. Rank hold CMA as of Q2 2024.

  • SVB Wealth reported no remaining Comerica position as of Q2 2024 after selling out during the quarter.
  • SVB Wealth sold 4,377 Comerica shares in Q2 2024, an estimated $241K.
  • SVB Wealth first reported a position in Comerica in Q1 2019 and held it in 13 quarters.
  • SVB Wealth's Comerica position peaked at $1.62M in Q1 2019.
  • 508 funds tracked by Wall St. Rank held Comerica as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.