Avantax Advisory Services’s Comerica CMA Stock Holding History

Avantax Advisory Services’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	$284K	Buy	4,769 +115	+2%	+$6.42K	﹤0.01%	1955
2025 Q1	$275K	Buy	4,654 +257	+6%	+$16.1K	﹤0.01%	1893
2024 Q4	$272K	Buy	+4,397	New	+$286K	﹤0.01%	1847
2024 Q1	–	Sell	-6,016	Closed	-$336K	–	1660
2023 Q4	$336K	Sell	6,016 -2,148	-26%	-$97.1K	﹤0.01%	1184
2023 Q3	$339K	Buy	+8,164	New	+$387K	﹤0.01%	1127

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

Avantax Advisory Services's CMA Position: Q2 2025 in Review

Avantax Advisory Services increased its Comerica (CMA) stake by 2.5% in Q2 2025, buying an estimated $6.42K and bringing the position to 4,769 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Avantax Advisory Services first reported a position in CMA in Q3 2023 and has held it in 5 quarters since. The position peaked at $339K in Q3 2023. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

Avantax Advisory Services held 4,769 shares of Comerica worth $284K as of Q2 2025.
Avantax Advisory Services bought 115 Comerica shares in Q2 2025, an estimated $6.42K.
Comerica made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1955 holding.
Avantax Advisory Services first reported a position in Comerica in Q3 2023 and has held it in 5 quarters since.
Avantax Advisory Services's Comerica position peaked at $339K in Q3 2023.
532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.