FWA
CMA

FSM Wealth Advisors’s Comerica CMA Stock Holding History

FSM Wealth 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
2024
Q4 		– Sell
-3,593
Closed -$215K – 196
2024
Q3 		$215K Buy
+3,593
New +$198K 0.06% 178
2024
Q1 		– Sell
-4,058
Closed -$226K – 168
2023
Q4 		$226K Buy
+4,058
New +$183K 0.1% 145

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

FSM Wealth Advisors's CMA Position: Q4 2024 in Review

FSM Wealth Advisors sold out of Comerica (CMA) in Q4 2024, closing a stake of 3,593 shares — an estimated $215K sold.

FSM Wealth Advisors first reported a position in CMA in Q4 2023 and held it in 2 quarters. The position peaked at $226K in Q4 2023. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • FSM Wealth Advisors reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 3,593 Comerica shares in Q4 2024, an estimated $215K.
  • FSM Wealth Advisors first reported a position in Comerica in Q4 2023 and held it in 2 quarters.
  • FSM Wealth Advisors's Comerica position peaked at $226K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on FSM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.