TCBWMS
CMA

Texas Capital Bank Wealth Management Services’s Comerica CMA Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q3 		– Sell
-5,100
Closed -$260K – 213
2024
Q2 		$260K Sell
5,100
-5,000
-50% -$255K 0.03% 163
2024
Q1 		$555K Hold
10,100
– – 0.06% 110
2023
Q4 		$564K Sell
10,100
-9,900
-50% -$448K 0.07% 107
2023
Q3 		$831K Buy
20,000
+15,000
+300% +$711K 0.1% 90
2023
Q2 		$212K Buy
+5,000
New +$202K 0.02% 193

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's CMA Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Comerica (CMA) in Q3 2024, closing a stake of 5,100 shares — an estimated $260K sold.

Texas Capital Bank Wealth Management Services first reported a position in CMA in Q2 2023 and held it in 5 quarters. The position peaked at $831K in Q3 2023. 530 funds tracked by Wall St. Rank hold CMA as of Q3 2024.

  • Texas Capital Bank Wealth Management Services reported no remaining Comerica position as of Q3 2024 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 5,100 Comerica shares in Q3 2024, an estimated $260K.
  • Texas Capital Bank Wealth Management Services first reported a position in Comerica in Q2 2023 and held it in 5 quarters.
  • Texas Capital Bank Wealth Management Services's Comerica position peaked at $831K in Q3 2023.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.