BOK Financial Private Wealth’s Comerica CMA Stock Holding History

BOK Financial Private Wealth’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	-8	Closed	-$501	–	508
2024 Q4	$501	Buy	+8	New	+$520	﹤0.01%	582

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

Millennium Management New York $240B AUM 35.51% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOK Financial Private Wealth's CMA Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Comerica (CMA) in Q1 2025, closing a stake of 8 shares — an estimated $501 sold.

BOK Financial Private Wealth first reported a position in CMA in Q4 2024 and held it in 1 quarter. The position peaked at $501 in Q4 2024. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

BOK Financial Private Wealth reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 8 Comerica shares in Q1 2025, an estimated $501.
BOK Financial Private Wealth first reported a position in Comerica in Q4 2024 and held it in 1 quarter.
BOK Financial Private Wealth's Comerica position peaked at $501 in Q4 2024.
530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.