BOSSRA
CMA

B.O.S.S. Retirement Advisors’s Comerica CMA Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q4 		– Sell
-19,737
Closed -$1.18M – 197
2024
Q3 		$1.18M Sell
19,737
-28,003
-59% -$1.54M 0.24% 110
2024
Q2 		$2.44M Sell
47,740
-37,376
-44% -$1.91M 0.62% 51
2024
Q1 		$4.75M Sell
85,116
-3,945
-4% -$206K 1.82% 9
2023
Q4 		$4.97M Buy
89,061
+55,028
+162% +$2.49M 0.96% 19
2023
Q3 		$1.41M Sell
34,033
-4,878
-13% -$231K 0.3% 120
2023
Q2 		$1.65M Buy
+38,911
New +$1.57M 0.35% 109

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B.O.S.S. Retirement Advisors's CMA Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Comerica (CMA) in Q4 2024, closing a stake of 19,737 shares — an estimated $1.18M sold.

B.O.S.S. Retirement Advisors first reported a position in CMA in Q2 2023 and held it in 6 quarters. The position peaked at $4.97M in Q4 2023. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 19,737 Comerica shares in Q4 2024, an estimated $1.18M.
  • B.O.S.S. Retirement Advisors first reported a position in Comerica in Q2 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's Comerica position peaked at $4.97M in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.