JFGIW
CMA

Johnson Financial Group Inc (Wisconsin)’s Comerica CMA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-400
Closed -$24.2K – 866
2024
Q3 		$24.2K Hold
400
– – ﹤0.01% 590
2024
Q2 		$20.7K Hold
400
– – ﹤0.01% 517
2024
Q1 		$22.3K Hold
400
– – ﹤0.01% 492
2023
Q4 		$22.7K Hold
400
– – ﹤0.01% 533
2023
Q3 		$16.9K Sell
400
-26
-6% -$1.23K ﹤0.01% 496
2023
Q2 		$18.3K Sell
426
-1,594
-79% -$64.4K ﹤0.01% 499
2023
Q1 		$88K Hold
2,020
– – 0.01% 346
2022
Q4 		$136K Hold
2,020
– – 0.01% 277
2022
Q3 		$145K Hold
2,020
– – 0.01% 269
2022
Q2 		$149K Hold
2,020
– – 0.01% 272
2022
Q1 		$183K Hold
2,020
– – 0.01% 271
2021
Q4 		$176K Sell
2,020
-1,620
-45% -$139K 0.01% 287
2021
Q3 		$293K Hold
3,640
– – 0.02% 224
2021
Q2 		$260K Hold
3,640
– – 0.02% 241
2021
Q1 		$261K Hold
3,640
– – 0.02% 240
2020
Q4 		$203K Buy
3,640
+3,240
+810% +$158K 0.02% 212
2020
Q3 		$15K Hold
400
– – ﹤0.01% 355
2020
Q2 		$15K Sell
400
-13,404
-97% -$467K ﹤0.01% 350
2020
Q1 		$405K Buy
13,804
+2,090
+18% +$113K 0.05% 145
2019
Q4 		$841K Buy
11,714
+3,362
+40% +$231K 0.08% 113
2019
Q3 		$551K Sell
8,352
-1,174
-12% -$77.7K 0.05% 163
2019
Q2 		$692K Buy
9,526
+9,490
+26,361% +$705K 0.06% 149
2019
Q1 		$3K Hold
36
– – ﹤0.01% 486
2018
Q4 		$2K Hold
36
– – ﹤0.01% 499
2018
Q3 		$3K Hold
36
– – ﹤0.01% 496
2018
Q2 		$3K Hold
36
– – ﹤0.01% 503
2018
Q1 		$3K Sell
36
-6,275
-99% -$598K ﹤0.01% 517
2017
Q4 		$548K Hold
6,311
– – 0.07% 167
2017
Q3 		$481K Hold
6,311
– – 0.06% 163
2017
Q2 		$462K Sell
6,311
-200
-3% -$14K 0.07% 170
2017
Q1 		$447K Hold
6,511
– – 0.06% 209
2016
Q4 		$444K Hold
6,511
– – 0.06% 207
2016
Q3 		$308K Sell
6,511
-100
-2% -$4.53K 0.04% 230
2016
Q2 		$272K Buy
6,611
+6,275
+1,868% +$268K 0.04% 249
2016
Q1 		$12K Sell
336
-2,700
-89% -$97.3K ﹤0.01% 588
2015
Q4 		$127K Sell
3,036
-3,700
-55% -$162K 0.03% 292
2015
Q3 		$276K Hold
6,736
– – 0.06% 212
2015
Q2 		$346K Sell
6,736
-500
-7% -$24.4K 0.07% 209
2015
Q1 		$327K Buy
7,236
+500
+7% +$22.3K 0.07% 214
2014
Q4 		$316K Sell
6,736
-100
-1% -$4.7K 0.07% 189
2014
Q3 		$341K Sell
6,836
-1,714
-20% -$85.9K 0.09% 178
2014
Q2 		$429K Buy
8,550
+3,800
+80% +$186K 0.11% 164
2014
Q1 		$246K Buy
4,750
+425
+10% +$20.4K 0.07% 192
2013
Q4 		$206K Sell
4,325
-3,800
-47% -$167K 0.06% 207
2013
Q3 		$319K Buy
8,125
+100
+1% +$4.15K 0.1% 167
2013
Q2 		$320K Buy
+8,025
New +$300K 0.09% 166

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Johnson Financial Group Inc (Wisconsin)'s CMA Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Comerica (CMA) in Q4 2024, closing a stake of 400 shares — an estimated $24.2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CMA in Q2 2013 and held it in 46 quarters. The position peaked at $841K in Q4 2019. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 400 Comerica shares in Q4 2024, an estimated $24.2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Comerica in Q2 2013 and held it in 46 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Comerica position peaked at $841K in Q4 2019.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.