Westside Investment Management’s Comerica CMA Stock Holding History

Westside 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 Q3	–	Sell	-136	Closed	-$6.45K	–	848
2023 Q2	$5.76K	Hold	136	–	–	﹤0.01%	681
2023 Q1	$5.91K	Hold	136	–	–	﹤0.01%	671
2022 Q4	$9	Hold	136	–	–	﹤0.01%	615
2022 Q3	$9	Hold	136	–	–	﹤0.01%	608
2022 Q2	$9	Buy	+136	New	+$11K	﹤0.01%	608
2018 Q4	–	Sell	-24	Closed	-$2.17K	–	719
2018 Q3	$2.17K	Hold	24	–	–	﹤0.01%	671
2018 Q2	$2.2K	Sell	24 -10	-29%	-$958	﹤0.01%	762
2018 Q1	$3.19K	Hold	34	–	–	﹤0.01%	725
2017 Q4	$3.02K	Sell	34 -4	-11%	-$322	﹤0.01%	747
2017 Q3	$2.9K	Hold	38	–	–	﹤0.01%	732
2017 Q2	$2.85K	Hold	38	–	–	﹤0.01%	721
2017 Q1	$2.56K	Hold	38	–	–	﹤0.01%	694
2016 Q4	$2.65K	Buy	+38	New	+$2.23K	﹤0.01%	576

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Westside Investment Management's CMA Position: Q3 2023 in Review

Westside Investment Management sold out of Comerica (CMA) in Q3 2023, closing a stake of 136 shares — an estimated $6.45K sold.

Westside Investment Management first reported a position in CMA in Q4 2016 and held it in 13 quarters. The position peaked at $5.91K in Q1 2023. 506 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

Westside Investment Management reported no remaining Comerica position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 136 Comerica shares in Q3 2023, an estimated $6.45K.
Westside Investment Management first reported a position in Comerica in Q4 2016 and held it in 13 quarters.
Westside Investment Management's Comerica position peaked at $5.91K in Q1 2023.
506 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.