CWM
CMA

Congress Wealth Management’s Comerica CMA Stock Holding History

Congress Wealth Management’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
-5,933
Closed -$367K – 1074
2024
Q4 		$367K Buy
+5,933
New +$386K 0.01% 717
2022
Q1 		– Sell
-5,933
Closed -$516K – 598
2021
Q4 		$516K Buy
+5,933
New +$509K 0.01% 459

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

Congress Wealth Management's CMA Position: Q1 2025 in Review

Congress Wealth Management sold out of Comerica (CMA) in Q1 2025, closing a stake of 5,933 shares — an estimated $367K sold.

Congress Wealth Management first reported a position in CMA in Q4 2021 and held it in 2 quarters. The position peaked at $516K in Q4 2021. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Congress Wealth Management reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 5,933 Comerica shares in Q1 2025, an estimated $367K.
  • Congress Wealth Management first reported a position in Comerica in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's Comerica position peaked at $516K in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.