AWM
CMA

Accurate Wealth Management’s Comerica CMA Stock Holding History

Accurate 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
2026
Q1 		– Sell
-2,355
Closed -$215K – 540
2025
Q4 		$215K Buy
+2,355
New +$190K 0.03% 479
2024
Q4 		– Sell
-3,293
Closed -$204K – 380
2024
Q3 		$204K Sell
3,293
-362
-10% -$20K 0.04% 366
2024
Q2 		$205K Buy
+3,655
New +$187K 0.05% 318
2023
Q1 		– Sell
-5
Closed -$341 – 466
2022
Q4 		$341 Buy
+5
New +$346 ﹤0.01% 1528

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Accurate Wealth Management's CMA Position: Q1 2026 in Review

Accurate Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 2,355 shares — an estimated $215K sold.

Accurate Wealth Management first reported a position in CMA in Q4 2022 and held it in 4 quarters. The position peaked at $215K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Accurate Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 2,355 Comerica shares in Q1 2026, an estimated $215K.
  • Accurate Wealth Management first reported a position in Comerica in Q4 2022 and held it in 4 quarters.
  • Accurate Wealth Management's Comerica position peaked at $215K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.