AWS
CMA

Atria Wealth Solutions’s Comerica CMA Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-6,985
Closed -$432K – 1901
2024
Q4 		$432K Buy
6,985
+2,809
+67% +$183K ﹤0.01% 1347
2024
Q3 		$253K Buy
+4,176
New +$230K ﹤0.01% 1616
2023
Q1 		– Sell
-5,945
Closed -$401K – 1872
2022
Q4 		$401K Sell
5,945
-92
-2% -$6.37K 0.01% 1197
2022
Q3 		$433K Buy
6,037
+918
+18% +$72.3K 0.01% 1106
2022
Q2 		$376K Sell
5,119
-3,150
-38% -$254K 0.01% 1101
2022
Q1 		$748K Buy
+8,269
New +$780K 0.01% 849

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's CMA Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Comerica (CMA) in Q1 2025, closing a stake of 6,985 shares — an estimated $432K sold.

Atria Wealth Solutions first reported a position in CMA in Q1 2022 and held it in 6 quarters. The position peaked at $748K in Q1 2022. 529 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,985 Comerica shares in Q1 2025, an estimated $432K.
  • Atria Wealth Solutions first reported a position in Comerica in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Comerica position peaked at $748K in Q1 2022.
  • 529 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.