CTA
CMA

Colonial Trust Advisors’s Comerica CMA Stock Holding History

Colonial Trust 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
2025
Q1 		– Sell
-136
Closed -$8.41K – 686
2024
Q4 		$8.41K Hold
136
– – ﹤0.01% 505
2024
Q3 		$8.15K Hold
136
– – ﹤0.01% 560
2024
Q2 		$6.94K Sell
136
-20
-13% -$1.02K ﹤0.01% 567
2024
Q1 		$8.58K Sell
156
-57
-27% -$2.98K ﹤0.01% 619
2023
Q4 		$11.9K Hold
213
– – ﹤0.01% 486
2023
Q3 		$8.85K Sell
213
-6
-3% -$284 ﹤0.01% 531
2023
Q2 		$9.28K Hold
219
– – ﹤0.01% 536
2023
Q1 		$9.51K Sell
219
-7
-3% -$449 ﹤0.01% 521
2022
Q4 		$15.1K Buy
+226
New +$15.7K ﹤0.01% 457

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Colonial Trust Advisors's CMA Position: Q1 2025 in Review

Colonial Trust Advisors sold out of Comerica (CMA) in Q1 2025, closing a stake of 136 shares — an estimated $8.41K sold.

Colonial Trust Advisors first reported a position in CMA in Q4 2022 and held it in 9 quarters. The position peaked at $15.1K in Q4 2022. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Colonial Trust Advisors reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 136 Comerica shares in Q1 2025, an estimated $8.41K.
  • Colonial Trust Advisors first reported a position in Comerica in Q4 2022 and held it in 9 quarters.
  • Colonial Trust Advisors's Comerica position peaked at $15.1K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Colonial Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.