AWM
CMA

Abound Wealth Management’s Comerica CMA Stock Holding History

Abound Wealth 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
2024
Q4 		– Sell
-8
Closed -$480 – 1251
2024
Q3 		$480 Buy
+8
New +$441 ﹤0.01% 882
2022
Q4 		– Sell
-74
Closed -$5.23K – 736
2022
Q3 		$5.23K Buy
+74
New +$5.83K ﹤0.01% 359

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's CMA Position: Q4 2024 in Review

Abound Wealth Management sold out of Comerica (CMA) in Q4 2024, closing a stake of 8 shares — an estimated $480 sold.

Abound Wealth Management first reported a position in CMA in Q3 2022 and held it in 2 quarters. The position peaked at $5.23K in Q3 2022. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • Abound Wealth Management reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 8 Comerica shares in Q4 2024, an estimated $480.
  • Abound Wealth Management first reported a position in Comerica in Q3 2022 and held it in 2 quarters.
  • Abound Wealth Management's Comerica position peaked at $5.23K in Q3 2022.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.