Activest Wealth Management’s Comerica CMA Stock Holding History

Activest 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
2025 Q2	–	Sell	-40	Closed	-$2.23K	–	1077
2025 Q1	$2.36K	Buy	+40	New	+$2.51K	﹤0.01%	628

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Activest Wealth Management's CMA Position: Q2 2025 in Review

Activest Wealth Management sold out of Comerica (CMA) in Q2 2025, closing a stake of 40 shares — an estimated $2.23K sold.

Activest Wealth Management first reported a position in CMA in Q1 2025 and held it in 1 quarter. The position peaked at $2.36K in Q1 2025. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

Activest Wealth Management reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
Activest Wealth Management sold 40 Comerica shares in Q2 2025, an estimated $2.23K.
Activest Wealth Management first reported a position in Comerica in Q1 2025 and held it in 1 quarter.
Activest Wealth Management's Comerica position peaked at $2.36K in Q1 2025.
532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on Activest Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.