WealthShield Partners’s Comerica CMA Stock Holding History

WealthShield 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
2021 Q2	–	Sell	-73	Closed	-$5K	–	831
2021 Q1	$5K	Buy	+73	New	+$4.78K	﹤0.01%	949

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

WealthShield Partners's CMA Position: Q2 2021 in Review

WealthShield Partners sold out of Comerica (CMA) in Q2 2021, closing a stake of 73 shares — an estimated $5K sold.

WealthShield Partners first reported a position in CMA in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 519 funds tracked by Wall St. Rank hold CMA as of Q2 2021.

WealthShield Partners reported no remaining Comerica position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 73 Comerica shares in Q2 2021, an estimated $5K.
WealthShield Partners first reported a position in Comerica in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Comerica position peaked at $5K in Q1 2021.
519 funds tracked by Wall St. Rank held Comerica as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.