WFA
CMA

Wipfli Financial Advisors’s Comerica CMA Stock Holding History

Wipfli 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
2022
Q3 		$192K Buy
+2,679
New +$211K 0.01% 464

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wipfli Financial Advisors's CMA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Comerica (CMA) in Q3 2022: 2,679 shares worth $192K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings.

580 funds tracked by Wall St. Rank hold CMA as of Q3 2022.

  • Wipfli Financial Advisors held 2,679 shares of Comerica worth $192K as of Q3 2022.
  • Comerica was a new Wipfli Financial Advisors position in Q3 2022.
  • Comerica made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #464 holding.
  • 580 funds tracked by Wall St. Rank held Comerica as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.