CA
CMA

Continuum Advisory’s Comerica CMA Stock Holding History

Continuum 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
2025
Q1 		– Sell
-13
Closed -$804 – 1723
2024
Q4 		$804 Buy
13
+5
+63% +$325 ﹤0.01% 1654
2024
Q3 		$561 Sell
8
-28
-78% -$1.54K ﹤0.01% 1762
2024
Q2 		$1.84K Buy
36
+8
+29% +$409 ﹤0.01% 1322
2024
Q1 		$1.49K Buy
+28
New +$1.46K ﹤0.01% 1379
2022
Q3 		– Sell
-14,102
Closed -$1.03M – 408
2022
Q2 		$1.03M Buy
14,102
+3,812
+37% +$308K 0.19% 144
2022
Q1 		$843K Buy
+10,290
New +$971K 0.16% 159

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

Continuum Advisory's CMA Position: Q1 2025 in Review

Continuum Advisory sold out of Comerica (CMA) in Q1 2025, closing a stake of 13 shares — an estimated $804 sold.

Continuum Advisory first reported a position in CMA in Q1 2022 and held it in 6 quarters. The position peaked at $1.03M in Q2 2022. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Continuum Advisory reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 13 Comerica shares in Q1 2025, an estimated $804.
  • Continuum Advisory first reported a position in Comerica in Q1 2022 and held it in 6 quarters.
  • Continuum Advisory's Comerica position peaked at $1.03M in Q2 2022.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.