JWA
CMA

JFS Wealth Advisors’s Comerica CMA Stock Holding History

JFS 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
2026
Q1 		– Sell
-74
Closed -$6.43K – 1905
2025
Q4 		$6.43K Hold
74
– – ﹤0.01% 1139
2025
Q3 		$5.07K Hold
74
– – ﹤0.01% 1112
2025
Q2 		$4.42K Sell
74
-16
-18% -$893 ﹤0.01% 1125
2025
Q1 		$5.32K Hold
90
– – ﹤0.01% 1100
2024
Q4 		$5.57K Buy
90
+16
+22% +$1.04K ﹤0.01% 1091
2024
Q3 		$4.43K Buy
74
+4
+6% +$221 ﹤0.01% 1170
2024
Q2 		$3.57K Sell
70
-2
-3% -$102 ﹤0.01% 1201
2024
Q1 		$3.96K Sell
72
-9
-11% -$470 ﹤0.01% 1183
2023
Q4 		$4.52K Buy
81
+2
+3% +$90 ﹤0.01% 1102
2023
Q3 		$3.28K Buy
79
+15
+23% +$711 ﹤0.01% 1176
2023
Q2 		$2.71K Buy
64
+53
+482% +$2.14K ﹤0.01% 1267
2023
Q1 		$478 Sell
11
-70
-86% -$4.49K ﹤0.01% 1724
2022
Q4 		$5.42K Sell
81
-33
-29% -$2.29K ﹤0.01% 962
2022
Q3 		$8K Buy
114
+60
+111% +$4.73K ﹤0.01% 797
2022
Q2 		$4K Sell
54
-46
-46% -$3.72K ﹤0.01% 1053
2022
Q1 		$9K Buy
100
+59
+144% +$5.57K ﹤0.01% 811
2021
Q4 		$4K Buy
+41
New +$3.52K ﹤0.01% 840

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's CMA Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 74 shares — an estimated $6.43K sold.

JFS Wealth Advisors first reported a position in CMA in Q4 2021 and held it in 17 quarters. The position peaked at $9K in Q1 2022. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 74 Comerica shares in Q1 2026, an estimated $6.43K.
  • JFS Wealth Advisors first reported a position in Comerica in Q4 2021 and held it in 17 quarters.
  • JFS Wealth Advisors's Comerica position peaked at $9K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.