Zeke Capital Advisors’s Comerica CMA Stock Holding History

Zeke Capital 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 Q4	–	Sell	-2,835	Closed	-$202K	–	491
2022 Q3	$202K	Hold	2,835	–	–	0.01%	432
2022 Q2	$208K	Hold	2,835	–	–	0.01%	437
2022 Q1	$256K	Buy	+2,835	New	+$267K	0.01%	414
2020 Q1	–	Sell	-11,369	Closed	-$816K	–	288
2019 Q4	$816K	Sell	11,369 -4,251	-27%	-$292K	0.07%	250
2019 Q3	$1.03M	Buy	+15,620	New	+$1.03M	0.09%	180
2019 Q2	–	Sell	-2,827	Closed	-$207K	–	567
2019 Q1	$207K	Sell	2,827 -140	-5%	-$11.2K	0.02%	541
2018 Q4	$204K	Sell	2,967 -467	-14%	-$37.1K	0.02%	509
2018 Q3	$310K	Hold	3,434	–	–	0.03%	512
2018 Q2	$312K	Hold	3,434	–	–	0.03%	390
2018 Q1	$329K	Buy	3,434 +607	+21%	+$57.9K	0.03%	418
2017 Q4	$245K	Buy	2,827 +204	+8%	+$16.4K	0.03%	444
2017 Q3	$200K	Buy	+2,623	New	+$188K	0.03%	414

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Zeke Capital Advisors's CMA Position: Q4 2022 in Review

Zeke Capital Advisors sold out of Comerica (CMA) in Q4 2022, closing a stake of 2,835 shares — an estimated $202K sold.

Zeke Capital Advisors first reported a position in CMA in Q3 2017 and held it in 12 quarters. The position peaked at $1.03M in Q3 2019. 569 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

Zeke Capital Advisors reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
Zeke Capital Advisors sold 2,835 Comerica shares in Q4 2022, an estimated $202K.
Zeke Capital Advisors first reported a position in Comerica in Q3 2017 and held it in 12 quarters.
Zeke Capital Advisors's Comerica position peaked at $1.03M in Q3 2019.
569 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.