T
CMA

TOBAM’s Comerica CMA Stock Holding History

TOBAM’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
Q1 		– Sell
-231
Closed -$15K – 375
2022
Q4 		$15K Sell
231
-657
-74% -$45.5K ﹤0.01% 402
2022
Q3 		$63K Sell
888
-1,834
-67% -$145K ﹤0.01% 334
2022
Q2 		$200K Buy
2,722
+1,056
+63% +$85.3K 0.01% 241
2022
Q1 		$151K Buy
1,666
+1,307
+364% +$123K 0.01% 267
2021
Q4 		$31K Sell
359
-711
-66% -$61K ﹤0.01% 418
2021
Q3 		$86K Buy
1,070
+546
+104% +$39.3K ﹤0.01% 285
2021
Q2 		$37K Hold
524
– – ﹤0.01% 397
2021
Q1 		$38K Buy
+524
New +$34.3K ﹤0.01% 380
2020
Q4 		– Sell
-602
Closed -$23K – 438
2020
Q3 		$23K Buy
+602
New +$23.2K ﹤0.01% 410

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TOBAM's CMA Position: Q1 2023 in Review

TOBAM sold out of Comerica (CMA) in Q1 2023, closing a stake of 231 shares — an estimated $15K sold.

TOBAM first reported a position in CMA in Q3 2020 and held it in 9 quarters. The position peaked at $200K in Q2 2022. 515 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • TOBAM reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • TOBAM sold 231 Comerica shares in Q1 2023, an estimated $15K.
  • TOBAM first reported a position in Comerica in Q3 2020 and held it in 9 quarters.
  • TOBAM's Comerica position peaked at $200K in Q2 2022.
  • 515 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on TOBAM's 13F filing for Q1 2023, filed 3 May 2023.