AWM
CMA

AE Wealth Management’s Comerica CMA Stock Holding History

AE 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
-13,200
Closed -$1.15M – 2608
2025
Q4 		$1.15M Buy
13,200
+1,697
+15% +$137K 0.01% 761
2025
Q3 		$788K Buy
11,503
+1,206
+12% +$81.2K 0.01% 817
2025
Q2 		$614K Sell
10,297
-115,629
-92% -$6.45M ﹤0.01% 851
2025
Q1 		$7.44M Sell
125,926
-48,455
-28% -$3.04M 0.06% 278
2024
Q4 		$10.8M Buy
174,381
+4,554
+3% +$296K 0.09% 232
2024
Q3 		$10.2M Sell
169,827
-147,908
-47% -$8.16M 0.09% 234
2024
Q2 		$16.2M Sell
317,735
-73,308
-19% -$3.74M 0.16% 148
2024
Q1 		$21.5M Sell
391,043
-211,608
-35% -$11M 0.24% 108
2023
Q4 		$33.1M Buy
602,651
+294,858
+96% +$13.3M 0.17% 125
2023
Q3 		$12.8M Sell
307,793
-35,724
-10% -$1.69M 0.08% 319
2023
Q2 		$14.6M Buy
343,517
+108,278
+46% +$4.38M 0.09% 275
2023
Q1 		$10.2M Buy
235,239
+11,866
+5% +$760K 0.07% 334
2022
Q4 		$14.9M Buy
223,373
+24,708
+12% +$1.71M 0.11% 224
2022
Q3 		$14.1M Buy
198,665
+23,037
+13% +$1.82M 0.11% 193
2022
Q2 		$12.9M Buy
175,628
+68,831
+64% +$5.56M 0.1% 216
2022
Q1 		$9.66M Buy
106,797
+24,759
+30% +$2.34M 0.07% 289
2021
Q4 		$7.14M Buy
82,038
+62,055
+311% +$5.32M 0.05% 340
2021
Q3 		$1.61M Buy
+19,983
New +$1.44M 0.01% 715

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

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

AE Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 13,200 shares — an estimated $1.15M sold.

AE Wealth Management first reported a position in CMA in Q3 2021 and held it in 18 quarters. The position peaked at $33.1M in Q4 2023. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • AE Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 13,200 Comerica shares in Q1 2026, an estimated $1.15M.
  • AE Wealth Management first reported a position in Comerica in Q3 2021 and held it in 18 quarters.
  • AE Wealth Management's Comerica position peaked at $33.1M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.