AWM
CMA

Avior Wealth Management’s Comerica CMA Stock Holding History

Avior 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
Q1 		– Sell
-1,141
Closed -$70.6K – 1037
2024
Q4 		$70.6K Sell
1,141
-14
-1% -$910 ﹤0.01% 1024
2024
Q3 		$69.2K Sell
1,155
-6
-0.5% -$331 ﹤0.01% 1002
2024
Q2 		$59.3K Sell
1,161
-50
-4% -$2.55K ﹤0.01% 1034
2024
Q1 		$66.6K Buy
+1,211
New +$63.2K ﹤0.01% 1121
2023
Q3 		– Sell
-325
Closed -$13.8K – 1606
2023
Q2 		$13.8K Buy
325
+53
+19% +$2.14K ﹤0.01% 977
2023
Q1 		$11.8K Buy
+272
New +$17.4K ﹤0.01% 1025
2017
Q1 		– Sell
-45
Closed -$3K – 494
2016
Q4 		$3K Buy
+45
New +$2.64K ﹤0.01% 426

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

Avior Wealth Management's CMA Position: Q1 2025 in Review

Avior Wealth Management sold out of Comerica (CMA) in Q1 2025, closing a stake of 1,141 shares — an estimated $70.6K sold.

Avior Wealth Management first reported a position in CMA in Q4 2016 and held it in 7 quarters. The position peaked at $70.6K in Q4 2024. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Avior Wealth Management reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,141 Comerica shares in Q1 2025, an estimated $70.6K.
  • Avior Wealth Management first reported a position in Comerica in Q4 2016 and held it in 7 quarters.
  • Avior Wealth Management's Comerica position peaked at $70.6K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.