Baldwin Wealth Partners’s Comerica CMA Stock Holding History

Baldwin Wealth Partners’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	Closed	-$1.15K	–	379
2024 Q3	$1.15K	Buy	+19	New	+$1.05K	﹤0.01%	1001
2023 Q4	–	Sell	-95	Closed	-$3.95K	–	735
2023 Q3	$3.95K	Sell	95 -280	-75%	-$13.3K	﹤0.01%	645
2023 Q2	$15.9K	Sell	375 -25	-6%	-$1.01K	﹤0.01%	558
2023 Q1	$17.4K	Hold	400	–	–	﹤0.01%	561
2022 Q4	$26.7K	Buy	+400	New	+$27.7K	﹤0.01%	508
2020 Q2	–	Sell	-1,860	Closed	-$55K	–	533
2020 Q1	$55K	Hold	1,860	–	–	0.01%	265
2019 Q4	$133K	Hold	1,860	–	–	0.02%	208
2019 Q3	$123K	Hold	1,860	–	–	0.02%	205
2019 Q2	$135K	Hold	1,860	–	–	0.02%	221
2019 Q1	$136K	Hold	1,860	–	–	0.02%	218
2018 Q4	$128K	Hold	1,860	–	–	0.02%	214
2018 Q3	$168K	Hold	1,860	–	–	0.02%	211
2018 Q2	$169K	Hold	1,860	–	–	0.03%	210
2018 Q1	$178K	Hold	1,860	–	–	0.03%	202
2017 Q4	$161K	Hold	1,860	–	–	0.03%	211
2017 Q3	$142K	Hold	1,860	–	–	0.02%	209
2017 Q2	$136K	Hold	1,860	–	–	0.02%	213
2017 Q1	$128K	Hold	1,860	–	–	0.02%	212
2016 Q4	$127K	Hold	1,860	–	–	0.02%	204
2016 Q3	$88K	Buy	+1,860	New	+$84.3K	0.02%	245

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's CMA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Comerica (CMA) in Q4 2024, closing a stake of 19 shares — an estimated $1.15K sold.

Baldwin Wealth Partners first reported a position in CMA in Q3 2016 and held it in 20 quarters. The position peaked at $178K in Q1 2018. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

Baldwin Wealth Partners reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 19 Comerica shares in Q4 2024, an estimated $1.15K.
Baldwin Wealth Partners first reported a position in Comerica in Q3 2016 and held it in 20 quarters.
Baldwin Wealth Partners's Comerica position peaked at $178K in Q1 2018.
573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.