Colonial Trust’s Comerica CMA Stock Holding History

Colonial Trust’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	-315	Closed	-$19.5K	–	1149
2024 Q4	$19.5K	Buy	+315	New	+$20.5K	﹤0.01%	810

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

Colonial Trust's CMA Position: Q1 2025 in Review

Colonial Trust sold out of Comerica (CMA) in Q1 2025, closing a stake of 315 shares — an estimated $19.5K sold.

Colonial Trust first reported a position in CMA in Q4 2024 and held it in 1 quarter. The position peaked at $19.5K in Q4 2024. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

Colonial Trust reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 315 Comerica shares in Q1 2025, an estimated $19.5K.
Colonial Trust first reported a position in Comerica in Q4 2024 and held it in 1 quarter.
Colonial Trust's Comerica position peaked at $19.5K in Q4 2024.
530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

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