LI
CMA

LifeWealth Investments’s Comerica CMA Stock Holding History

LifeWealth Investments’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
Q2 		– Sell
-3,585
Closed -$212K – 217
2025
Q1 		$212K Sell
3,585
-30
-0.8% -$1.89K 0.05% 191
2024
Q4 		$224K Buy
+3,615
New +$235K 0.15% 135

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LifeWealth Investments's CMA Position: Q2 2025 in Review

LifeWealth Investments sold out of Comerica (CMA) in Q2 2025, closing a stake of 3,585 shares — an estimated $212K sold.

LifeWealth Investments first reported a position in CMA in Q4 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

  • LifeWealth Investments reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
  • LifeWealth Investments sold 3,585 Comerica shares in Q2 2025, an estimated $212K.
  • LifeWealth Investments first reported a position in Comerica in Q4 2024 and held it in 2 quarters.
  • LifeWealth Investments's Comerica position peaked at $224K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.