Valeo Financial Advisors’s Comerica CMA Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,709	Closed	-$123K	–	754
2021 Q1	$123K	Buy	+1,709	New	+$112K	0.01%	556
2020 Q3	–	Sell	-842	Closed	-$32K	–	1687
2020 Q2	$32K	Buy	842 +779	+1,237%	+$27.2K	﹤0.01%	886
2020 Q1	$2K	Buy	+63	New	+$3.42K	﹤0.01%	1497
2019 Q4	–	Sell	-420	Closed	-$28K	–	1633
2019 Q3	$28K	Sell	420 -546	-57%	-$36.1K	﹤0.01%	759
2019 Q2	$70K	Hold	966	–	–	0.01%	507
2019 Q1	$71K	Hold	966	–	–	0.01%	486
2018 Q4	$66K	Hold	966	–	–	0.01%	456
2018 Q3	$78K	Hold	966	–	–	0.01%	458
2018 Q2	$94K	Buy	966 +616	+176%	+$59K	0.01%	403
2018 Q1	$34K	Buy	+350	New	+$33.4K	0.01%	577

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Valeo Financial Advisors's CMA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Comerica (CMA) in Q2 2021, closing a stake of 1,709 shares — an estimated $123K sold.

Valeo Financial Advisors first reported a position in CMA in Q1 2018 and held it in 10 quarters. The position peaked at $123K in Q1 2021. 519 funds tracked by Wall St. Rank hold CMA as of Q2 2021.

Valeo Financial Advisors reported no remaining Comerica position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,709 Comerica shares in Q2 2021, an estimated $123K.
Valeo Financial Advisors first reported a position in Comerica in Q1 2018 and held it in 10 quarters.
Valeo Financial Advisors's Comerica position peaked at $123K in Q1 2021.
519 funds tracked by Wall St. Rank held Comerica as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.