UIA
CMA

UBP Investment Advisors’s Comerica CMA Stock Holding History

UBP Investment 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
2022
Q2 		– Sell
-10,343
Closed -$590K – 110
2022
Q1 		$590K Buy
10,343
+4,060
+65% +$383K 0.22% 65
2021
Q4 		$550K Buy
6,283
+70
+1% +$6.01K 0.2% 70
2021
Q3 		$500K Sell
6,213
-2,296
-27% -$165K 0.19% 68
2021
Q2 		$610K Buy
+8,509
New +$631K 0.23% 83

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBP Investment Advisors's CMA Position: Q2 2022 in Review

UBP Investment Advisors sold out of Comerica (CMA) in Q2 2022, closing a stake of 10,343 shares — an estimated $590K sold.

UBP Investment Advisors first reported a position in CMA in Q2 2021 and held it in 4 quarters. The position peaked at $610K in Q2 2021. 569 funds tracked by Wall St. Rank hold CMA as of Q2 2022.

  • UBP Investment Advisors reported no remaining Comerica position as of Q2 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 10,343 Comerica shares in Q2 2022, an estimated $590K.
  • UBP Investment Advisors first reported a position in Comerica in Q2 2021 and held it in 4 quarters.
  • UBP Investment Advisors's Comerica position peaked at $610K in Q2 2021.
  • 569 funds tracked by Wall St. Rank held Comerica as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.