IF
CMA

Intrua Financial’s Comerica CMA Stock Holding History

Intrua Financial’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
-3,805
Closed -$228K – 366
2024
Q3 		$228K Buy
+3,805
New +$210K 0.03% 344
2024
Q2 		– Sell
-3,832
Closed -$211K – 399
2024
Q1 		$211K Buy
3,832
+163
+4% +$8.51K 0.03% 391
2023
Q4 		$205K Buy
+3,669
New +$166K 0.03% 387
2023
Q1 		– Sell
-3,085
Closed -$215K – 339
2022
Q4 		$215K Buy
+3,085
New +$214K 0.05% 312
2020
Q4 		– Sell
-9,801
Closed -$495K – 208
2020
Q3 		$495K Hold
9,801
– – 0.24% 88
2020
Q2 		$404K Buy
+9,801
New +$342K 0.15% 138

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

Intrua Financial's CMA Position: Q4 2024 in Review

Intrua Financial sold out of Comerica (CMA) in Q4 2024, closing a stake of 3,805 shares — an estimated $228K sold.

Intrua Financial first reported a position in CMA in Q2 2020 and held it in 6 quarters. The position peaked at $495K in Q3 2020. 572 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • Intrua Financial reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • Intrua Financial sold 3,805 Comerica shares in Q4 2024, an estimated $228K.
  • Intrua Financial first reported a position in Comerica in Q2 2020 and held it in 6 quarters.
  • Intrua Financial's Comerica position peaked at $495K in Q3 2020.
  • 572 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.