IFG
CMA

Independent Financial Group’s Comerica CMA Stock Holding History

Independent Financial Group’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
2024
Q4 		– Sell
-5,105
Closed -$306K – 1172
2024
Q3 		$306K Sell
5,105
-10,177
-67% -$561K 0.01% 873
2024
Q2 		$780K Sell
15,282
-280
-2% -$14.3K 0.03% 468
2024
Q1 		$856K Buy
15,562
+217
+1% +$11.3K 0.04% 416
2023
Q4 		$856K Buy
15,345
+1,490
+11% +$67.4K 0.05% 405
2023
Q3 		$576K Buy
13,855
+6,380
+85% +$303K 0.04% 452
2023
Q2 		$317K Buy
7,475
+2,735
+58% +$111K 0.02% 625
2023
Q1 		$206K Buy
4,740
+1,210
+34% +$77.5K 0.02% 760
2022
Q4 		$236K Sell
3,530
-310
-8% -$21.5K 0.02% 657
2022
Q3 		$273K Hold
3,840
– – 0.02% 564
2022
Q2 		$282K Hold
3,840
– – 0.03% 522
2022
Q1 		$347K Sell
3,840
-2,430
-39% -$229K 0.03% 548
2021
Q4 		$545K Sell
6,270
-2,055
-25% -$176K 0.05% 397
2021
Q3 		$670K Buy
8,325
+115
+1% +$8.28K 0.07% 302
2021
Q2 		$586K Sell
8,210
-3,085
-27% -$229K 0.06% 327
2021
Q1 		$810K Sell
11,295
-4,930
-30% -$323K 0.1% 217
2020
Q4 		$906K Sell
16,225
-305
-2% -$14.9K 0.13% 178
2020
Q3 		$632K Buy
16,530
+645
+4% +$24.8K 0.12% 195
2020
Q2 		$605K Buy
+15,885
New +$554K 0.13% 179

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Independent Financial Group's CMA Position: Q4 2024 in Review

Independent Financial Group sold out of Comerica (CMA) in Q4 2024, closing a stake of 5,105 shares — an estimated $306K sold.

Independent Financial Group first reported a position in CMA in Q2 2020 and held it in 18 quarters. The position peaked at $906K in Q4 2020. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • Independent Financial Group reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 5,105 Comerica shares in Q4 2024, an estimated $306K.
  • Independent Financial Group first reported a position in Comerica in Q2 2020 and held it in 18 quarters.
  • Independent Financial Group's Comerica position peaked at $906K in Q4 2020.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.