Claris Advisors’s Comerica CMA Stock Holding History

Claris 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	-1,441	Closed	-$86.3K	–	280
2024 Q3	$86.3K	Buy	+1,441	New	+$79.5K	0.04%	87

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

Claris Advisors's CMA Position: Q4 2024 in Review

Claris Advisors sold out of Comerica (CMA) in Q4 2024, closing a stake of 1,441 shares — an estimated $86.3K sold.

Claris Advisors first reported a position in CMA in Q3 2024 and held it in 1 quarter. The position peaked at $86.3K in Q3 2024. 572 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

Claris Advisors reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1,441 Comerica shares in Q4 2024, an estimated $86.3K.
Claris Advisors first reported a position in Comerica in Q3 2024 and held it in 1 quarter.
Claris Advisors's Comerica position peaked at $86.3K in Q3 2024.
572 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.