IC
CMA

IEQ Capital’s Comerica CMA Stock Holding History

IEQ Capital’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
-60,213
Closed -$3.72M – 1636
2024
Q4 		$3.72M Buy
60,213
+42,969
+249% +$2.79M 0.04% 339
2024
Q3 		$1.03M Buy
17,244
+5,664
+49% +$312K 0.01% 539
2024
Q2 		$591K Buy
11,580
+2,110
+22% +$108K 0.01% 596
2024
Q1 		$521K Buy
9,470
+87
+0.9% +$4.54K 0.01% 610
2023
Q4 		$524K Sell
9,383
-1,334
-12% -$60.3K 0.01% 568
2023
Q3 		$445K Buy
10,717
+3,985
+59% +$189K 0.01% 601
2023
Q2 		$285K Sell
6,732
-558
-8% -$22.6K 0.01% 692
2023
Q1 		$317K Buy
7,290
+3,261
+81% +$209K 0.01% 700
2022
Q4 		$269K Sell
4,029
-1,915
-32% -$133K 0.01% 664
2022
Q3 		$423K Sell
5,944
-251
-4% -$19.8K 0.01% 575
2022
Q2 		$455K Buy
6,195
+595
+11% +$48.1K 0.01% 498
2022
Q1 		$506K Buy
5,600
+434
+8% +$40.9K 0.01% 498
2021
Q4 		$449K Buy
5,166
+39
+0.8% +$3.35K 0.01% 490
2021
Q3 		$413K Buy
5,127
+1,070
+26% +$77K 0.01% 486
2021
Q2 		$289K Buy
4,057
+354
+10% +$26.2K 0.01% 473
2021
Q1 		$266K Buy
+3,703
New +$243K 0.01% 394

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's CMA Position: Q1 2025 in Review

IEQ Capital sold out of Comerica (CMA) in Q1 2025, closing a stake of 60,213 shares — an estimated $3.72M sold.

IEQ Capital first reported a position in CMA in Q1 2021 and held it in 16 quarters. The position peaked at $3.72M in Q4 2024. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • IEQ Capital reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • IEQ Capital sold 60,213 Comerica shares in Q1 2025, an estimated $3.72M.
  • IEQ Capital first reported a position in Comerica in Q1 2021 and held it in 16 quarters.
  • IEQ Capital's Comerica position peaked at $3.72M in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.