GoalVest Advisory’s Comerica CMA Stock Holding History

GoalVest Advisory’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	-9	Closed	-$532	–	390
2025 Q1	$532	Buy	+9	New	+$566	﹤0.01%	362
2023 Q1	–	Sell	-21	Closed	-$1.4K	–	265
2022 Q4	$1.4K	Hold	21	–	–	﹤0.01%	223
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	241
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	281
2022 Q1	$2K	Buy	+21	New	+$1.98K	﹤0.01%	286

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

GoalVest Advisory's CMA Position: Q2 2025 in Review

GoalVest Advisory sold out of Comerica (CMA) in Q2 2025, closing a stake of 9 shares — an estimated $532 sold.

GoalVest Advisory first reported a position in CMA in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

GoalVest Advisory reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 9 Comerica shares in Q2 2025, an estimated $532.
GoalVest Advisory first reported a position in Comerica in Q1 2022 and held it in 5 quarters.
GoalVest Advisory's Comerica position peaked at $2K in Q2 2022.
532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.