IPW
CMA

Impact Partnership Wealth’s Comerica CMA Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-3,630
Closed -$249K – 384
2025
Q3 		$249K Buy
+3,630
New +$244K 0.04% 254
2025
Q2 		– Sell
-8,724
Closed -$515K – 309
2025
Q1 		$515K Buy
8,724
+2,736
+46% +$172K 0.11% 106
2024
Q4 		$370K Buy
+5,988
New +$389K 0.07% 173
2024
Q2 		– Sell
-3,896
Closed -$214K – 296
2024
Q1 		$214K Sell
3,896
-549
-12% -$28.7K 0.08% 162
2023
Q4 		$248K Buy
4,445
+1,255
+39% +$56.7K 0.09% 146
2023
Q3 		$133K Buy
+3,190
New +$151K 0.04% 261

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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

Impact Partnership Wealth's CMA Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Comerica (CMA) in Q4 2025, closing a stake of 3,630 shares — an estimated $249K sold.

Impact Partnership Wealth first reported a position in CMA in Q3 2023 and held it in 6 quarters. The position peaked at $515K in Q1 2025. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,630 Comerica shares in Q4 2025, an estimated $249K.
  • Impact Partnership Wealth first reported a position in Comerica in Q3 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Comerica position peaked at $515K in Q1 2025.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.