IPWA
CMA

International Private Wealth Advisors’s Comerica CMA Stock Holding History

International Private Wealth 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
-4,246
Closed -$263K – 155
2024
Q4 		$263K Buy
4,246
+24
+0.6% +$1.56K 0.26% 119
2024
Q3 		$253K Sell
4,222
-177
-4% -$9.76K 0.37% 100
2024
Q2 		$225K Sell
4,399
-2,132
-33% -$109K 0.38% 107
2024
Q1 		$359K Buy
6,531
+2,928
+81% +$153K 0.69% 46
2023
Q4 		$201K Buy
+3,603
New +$163K 0.2% 96

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

International Private Wealth Advisors's CMA Position: Q1 2025 in Review

International Private Wealth Advisors sold out of Comerica (CMA) in Q1 2025, closing a stake of 4,246 shares — an estimated $263K sold.

International Private Wealth Advisors first reported a position in CMA in Q4 2023 and held it in 5 quarters. The position peaked at $359K in Q1 2024. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • International Private Wealth Advisors reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 4,246 Comerica shares in Q1 2025, an estimated $263K.
  • International Private Wealth Advisors first reported a position in Comerica in Q4 2023 and held it in 5 quarters.
  • International Private Wealth Advisors's Comerica position peaked at $359K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on International Private Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.