Fermata Advisors’s Comerica CMA Stock Holding History

Fermata Advisors’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	-17,635	Closed	-$1.04M	–	242
2025 Q1	$1.04M	Buy	+17,635	New	+$1.11M	0.19%	101

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fermata Advisors's CMA Position: Q2 2025 in Review

Fermata Advisors sold out of Comerica (CMA) in Q2 2025, closing a stake of 17,635 shares — an estimated $1.04M sold.

Fermata Advisors first reported a position in CMA in Q1 2025 and held it in 1 quarter. The position peaked at $1.04M in Q1 2025. 531 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

Fermata Advisors reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 17,635 Comerica shares in Q2 2025, an estimated $1.04M.
Fermata Advisors first reported a position in Comerica in Q1 2025 and held it in 1 quarter.
Fermata Advisors's Comerica position peaked at $1.04M in Q1 2025.
531 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.