CAS
CMA

Coppell Advisory Solutions’s Comerica CMA Stock Holding History

Coppell Advisory Solutions’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
2024
Q4 		– Sell
-11
Closed -$653 – 1999
2024
Q3 		$653 Buy
+11
New +$607 ﹤0.01% 1632
2023
Q4 		$4.69K Buy
+84
New +$3.8K ﹤0.01% 1114

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's CMA Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Comerica (CMA) in Q4 2024, closing a stake of 11 shares — an estimated $653 sold.

Coppell Advisory Solutions first reported a position in CMA in Q4 2023 and held it in 2 quarters. The position peaked at $4.69K in Q4 2023. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11 Comerica shares in Q4 2024, an estimated $653.
  • Coppell Advisory Solutions first reported a position in Comerica in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Comerica position peaked at $4.69K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.