CAM
CMA

Cresset Asset Management’s Comerica CMA Stock Holding History

Cresset Asset 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
Q2 		– Sell
-5,036
Closed -$301K – 1502
2025
Q1 		$301K Sell
5,036
-142
-3% -$8.92K ﹤0.01% 1316
2024
Q4 		$324K Sell
5,178
-13,778
-73% -$896K ﹤0.01% 1309
2024
Q3 		$1.15M Buy
18,956
+1,318
+7% +$72.7K ﹤0.01% 1091
2024
Q2 		$912K Buy
17,638
+1,270
+8% +$64.9K ﹤0.01% 1121
2024
Q1 		$911K Buy
16,368
+2,782
+20% +$145K ﹤0.01% 1027
2023
Q4 		$767K Sell
13,586
-234
-2% -$10.6K ﹤0.01% 1007
2023
Q3 		$584K Buy
13,820
+508
+4% +$24.1K ﹤0.01% 1100
2023
Q2 		$573K Buy
+13,312
New +$538K ﹤0.01% 1210
2022
Q2 		– Sell
-3,596
Closed -$327K – 974
2022
Q1 		$327K Sell
3,596
-64
-2% -$6.04K ﹤0.01% 748
2021
Q4 		$321K Sell
3,660
-721
-16% -$61.9K ﹤0.01% 858
2021
Q3 		$356K Buy
4,381
+945
+28% +$68K ﹤0.01% 767
2021
Q2 		$247K Sell
3,436
-182
-5% -$13.5K ﹤0.01% 861
2021
Q1 		$262K Buy
3,618
+24
+0.7% +$1.57K ﹤0.01% 739
2020
Q4 		$203K Sell
3,594
-2,129
-37% -$104K ﹤0.01% 720
2020
Q3 		$223K Sell
5,723
-2,476
-30% -$95.2K ﹤0.01% 603
2020
Q2 		$318K Sell
8,199
-38,741
-83% -$1.35M 0.01% 440
2020
Q1 		$1.41M Sell
46,940
-14,843
-24% -$806K 0.04% 145
2019
Q4 		$4.48M Sell
61,783
-29,658
-32% -$2.04M 0.12% 77
2019
Q3 		$6.04M Sell
91,441
-58,396
-39% -$3.87M 0.18% 66
2019
Q2 		$10.9M Buy
149,837
+148,046
+8,266% +$11M 0.34% 49
2019
Q1 		$133K Buy
1,791
+221
+14% +$17.7K 0.01% 475
2018
Q4 		$109K Buy
+1,570
New +$125K 0.01% 310

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cresset Asset Management's CMA Position: Q2 2025 in Review

Cresset Asset Management sold out of Comerica (CMA) in Q2 2025, closing a stake of 5,036 shares — an estimated $301K sold.

Cresset Asset Management first reported a position in CMA in Q4 2018 and held it in 22 quarters. The position peaked at $10.9M in Q2 2019. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

  • Cresset Asset Management reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 5,036 Comerica shares in Q2 2025, an estimated $301K.
  • Cresset Asset Management first reported a position in Comerica in Q4 2018 and held it in 22 quarters.
  • Cresset Asset Management's Comerica position peaked at $10.9M in Q2 2019.
  • 532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.