WPA
CMA

West Paces Advisors’s Comerica CMA Stock Holding History

West Paces 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
2024
Q2 		– Sell
-24
Closed -$1.32K – 572
2024
Q1 		$1.32K Hold
24
– – ﹤0.01% 490
2023
Q4 		$1.34K Buy
+24
New +$1.08K ﹤0.01% 490
2020
Q3 		– Sell
-116
Closed -$4.42K – 413
2020
Q2 		$4.42K Hold
116
– – ﹤0.01% 379
2020
Q1 		$3.4K Sell
116
-20
-15% -$1.09K ﹤0.01% 393
2019
Q4 		$9.76K Hold
136
– – 0.01% 350
2019
Q3 		$8.97K Hold
136
– – 0.01% 335
2019
Q2 		$9.88K Hold
136
– – 0.01% 314
2019
Q1 		$9.97K Hold
136
– – 0.01% 316
2018
Q4 		$9.34K Hold
136
– – 0.01% 320
2018
Q3 		$12.3K Hold
136
– – 0.01% 306
2018
Q2 		$12.4K Hold
136
– – 0.01% 304
2018
Q1 		$13K Hold
136
– – 0.01% 292
2017
Q4 		$11.8K Hold
136
– – 0.01% 316
2017
Q3 		$10.4K Hold
136
– – 0.01% 328
2017
Q2 		$9.96K Hold
136
– – 0.01% 333
2017
Q1 		$9.33K Hold
136
– – 0.01% 333
2016
Q4 		$9.26K Buy
+136
New +$7.97K 0.01% 344

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return