TWP
CMA

TFO Wealth Partners’s Comerica CMA Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-4
Closed -$169 – 959
2023
Q3 		$169 Buy
+4
New +$190 ﹤0.01% 881
2023
Q1 		– Sell
-2
Closed -$230 – 844
2022
Q4 		$230 Sell
2
-55
-96% -$3.81K ﹤0.01% 611
2022
Q3 		$4K Buy
+57
New +$4.49K ﹤0.01% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's CMA Position: Q4 2023 in Review

TFO Wealth Partners sold out of Comerica (CMA) in Q4 2023, closing a stake of 4 shares — an estimated $169 sold.

TFO Wealth Partners first reported a position in CMA in Q3 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 557 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

  • TFO Wealth Partners reported no remaining Comerica position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Comerica shares in Q4 2023, an estimated $169.
  • TFO Wealth Partners first reported a position in Comerica in Q3 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Comerica position peaked at $4K in Q3 2022.
  • 557 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.