Consilium Wealth Advisory’s Comerica CMA Stock Holding History

Consilium 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
2026 Q1	–	Sell	-4,774	Closed	-$415K	–	106
2025 Q4	$415K	Hold	4,774	–	–	0.15%	73
2025 Q3	$327K	Hold	4,774	–	–	0.13%	78
2025 Q2	$285K	Hold	4,774	–	–	0.12%	84
2025 Q1	$282K	Hold	4,774	–	–	0.14%	77
2024 Q4	$295K	Hold	4,774	–	–	0.14%	77
2024 Q3	$286K	Hold	4,774	–	–	0.16%	74
2024 Q2	$244K	Hold	4,774	–	–	0.13%	81
2024 Q1	$263K	Hold	4,774	–	–	0.15%	74
2023 Q4	$266K	Sell	4,774 -4,726	-50%	-$214K	0.16%	79
2023 Q3	$395K	Sell	9,500 -550	-5%	-$26.1K	0.28%	58
2023 Q2	$426K	Hold	10,050	–	–	0.3%	59
2023 Q1	$436K	Buy	10,050 +550	+6%	+$35.2K	0.37%	54
2022 Q4	$635K	Hold	9,500	–	–	0.54%	41
2022 Q3	$675K	Hold	9,500	–	–	0.75%	32
2022 Q2	$697K	Hold	9,500	–	–	0.75%	38
2022 Q1	$859K	Hold	9,500	–	–	0.62%	40
2021 Q4	$827K	Buy	+9,500	New	+$815K	0.54%	46

Other funds holding CMA

KRS

Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return

Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Consilium Wealth Advisory's CMA Position: Q1 2026 in Review

Consilium Wealth Advisory sold out of Comerica (CMA) in Q1 2026, closing a stake of 4,774 shares — an estimated $415K sold.

Consilium Wealth Advisory first reported a position in CMA in Q4 2021 and held it in 17 quarters. The position peaked at $859K in Q1 2022. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

Consilium Wealth Advisory reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
Consilium Wealth Advisory sold 4,774 Comerica shares in Q1 2026, an estimated $415K.
Consilium Wealth Advisory first reported a position in Comerica in Q4 2021 and held it in 17 quarters.
Consilium Wealth Advisory's Comerica position peaked at $859K in Q1 2022.
4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.