WIM
CMA

WealthPlan Investment Management’s Comerica CMA Stock Holding History

WealthPlan Investment Management’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
-3,202
Closed -$243K – 462
2022
Q4 		$243K Hold
3,202
– – 0.02% 345
2022
Q3 		$209K Buy
+3,202
New +$252K 0.02% 349
2022
Q1 		$371K Buy
+4,532
New +$428K 0.03% 287

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

WealthPlan Investment Management's CMA Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Comerica (CMA) in Q1 2023, closing a stake of 3,202 shares — an estimated $243K sold.

WealthPlan Investment Management first reported a position in CMA in Q1 2022 and held it in 3 quarters. The position peaked at $371K in Q1 2022. 516 funds tracked by Wall St. Rank hold CMA as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Comerica position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,202 Comerica shares in Q1 2023, an estimated $243K.
  • WealthPlan Investment Management first reported a position in Comerica in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Comerica position peaked at $371K in Q1 2022.
  • 516 funds tracked by Wall St. Rank held Comerica as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.