CWA
CMA

Centennial Wealth Advisory’s Comerica CMA Stock Holding History

Centennial Wealth Advisory’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 		– Sell
-4,118
Closed -$243K – 153
2025
Q1 		$243K Sell
4,118
-1,315
-24% -$82.6K 0.09% 133
2024
Q4 		$336K Buy
5,433
+365
+7% +$23.7K 0.13% 107
2024
Q3 		$304K Buy
5,068
+252
+5% +$13.9K 0.12% 114
2024
Q2 		$246K Sell
4,816
-2,140
-31% -$109K 0.11% 125
2024
Q1 		$383K Sell
6,956
-515
-7% -$26.9K 0.18% 80
2023
Q4 		$417K Buy
7,471
+491
+7% +$22.2K 0.21% 71
2023
Q3 		$290K Sell
6,980
-472
-6% -$22.4K 0.16% 100
2023
Q2 		$316K Buy
+7,452
New +$301K 0.16% 93
2023
Q1 		– Sell
-3,736
Closed -$250K – 124
2022
Q4 		$250K Buy
3,736
+627
+20% +$43.4K 0.14% 105
2022
Q3 		$221K Buy
+3,109
New +$245K 0.13% 96

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Centennial Wealth Advisory's CMA Position: Q2 2025 in Review

Centennial Wealth Advisory sold out of Comerica (CMA) in Q2 2025, closing a stake of 4,118 shares — an estimated $243K sold.

Centennial Wealth Advisory first reported a position in CMA in Q3 2022 and held it in 10 quarters. The position peaked at $417K in Q4 2023. 531 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

  • Centennial Wealth Advisory reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
  • Centennial Wealth Advisory sold 4,118 Comerica shares in Q2 2025, an estimated $243K.
  • Centennial Wealth Advisory first reported a position in Comerica in Q3 2022 and held it in 10 quarters.
  • Centennial Wealth Advisory's Comerica position peaked at $417K in Q4 2023.
  • 531 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on Centennial Wealth Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.