HWM
CMA

HB Wealth Management’s Comerica CMA Stock Holding History

HB Wealth Management’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
2026
Q1 		– Sell
-7,652
Closed -$665K – 1557
2025
Q4 		$665K Buy
7,652
+854
+13% +$68.7K ﹤0.01% 774
2025
Q3 		$466K Buy
6,798
+425
+7% +$28.6K ﹤0.01% 895
2025
Q2 		$380K Sell
6,373
-441
-6% -$24.6K ﹤0.01% 848
2025
Q1 		$402K Buy
6,814
+64
+0.9% +$4.02K ﹤0.01% 841
2024
Q4 		$417K Buy
6,750
+430
+7% +$28K ﹤0.01% 683
2024
Q3 		$379K Buy
6,320
+1,135
+22% +$62.6K ﹤0.01% 679
2024
Q2 		$265K Buy
5,185
+57
+1% +$2.91K ﹤0.01% 758
2024
Q1 		$282K Buy
5,128
+356
+7% +$18.6K ﹤0.01% 680
2023
Q4 		$266K Buy
+4,772
New +$216K ﹤0.01% 651

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $158M AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return