HCA
CMA

Heck Capital Advisors’s Comerica CMA Stock Holding History

Heck Capital 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
Q1 		– Sell
-15
Closed -$928 – 343
2024
Q4 		$928 Buy
+15
New +$975 ﹤0.01% 714

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's CMA Position: Q1 2025 in Review

Heck Capital Advisors sold out of Comerica (CMA) in Q1 2025, closing a stake of 15 shares — an estimated $928 sold.

Heck Capital Advisors first reported a position in CMA in Q4 2024 and held it in 1 quarter. The position peaked at $928 in Q4 2024. 529 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Heck Capital Advisors reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 15 Comerica shares in Q1 2025, an estimated $928.
  • Heck Capital Advisors first reported a position in Comerica in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Comerica position peaked at $928 in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.