EWP
CMA

Elevation Wealth Partners’s Comerica CMA Stock Holding History

Elevation 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
2024
Q2 		– Sell
-120
Closed -$6.6K – 516
2024
Q1 		$6.6K Hold
120
– – ﹤0.01% 379
2023
Q4 		$4.99K Buy
+120
New +$5.43K ﹤0.01% 366

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Elevation Wealth Partners's CMA Position: Q2 2024 in Review

Elevation Wealth Partners sold out of Comerica (CMA) in Q2 2024, closing a stake of 120 shares — an estimated $6.6K sold.

Elevation Wealth Partners first reported a position in CMA in Q4 2023 and held it in 2 quarters. The position peaked at $6.6K in Q1 2024. 509 funds tracked by Wall St. Rank hold CMA as of Q2 2024.

  • Elevation Wealth Partners reported no remaining Comerica position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 120 Comerica shares in Q2 2024, an estimated $6.6K.
  • Elevation Wealth Partners first reported a position in Comerica in Q4 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's Comerica position peaked at $6.6K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held Comerica as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.