CWP
CMA

Cyndeo Wealth Partners’s Comerica CMA Stock Holding History

Cyndeo Wealth Partners’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
-112,101
Closed -$6.62M – 468
2025
Q1 		$6.62M Buy
+112,101
New +$7.04M 0.43% 74

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

Cyndeo Wealth Partners's CMA Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Comerica (CMA) in Q2 2025, closing a stake of 112,101 shares — an estimated $6.62M sold.

Cyndeo Wealth Partners first reported a position in CMA in Q1 2025 and held it in 1 quarter. The position peaked at $6.62M in Q1 2025. 531 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 112,101 Comerica shares in Q2 2025, an estimated $6.62M.
  • Cyndeo Wealth Partners first reported a position in Comerica in Q1 2025 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Comerica position peaked at $6.62M in Q1 2025.
  • 531 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.