MWM
CMA

Meridian Wealth Management’s Comerica CMA Stock Holding History

Meridian Wealth Management’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
Q1 		– Sell
-3,585
Closed -$200K – 244
2023
Q4 		$200K Buy
+3,585
New +$162K 0.01% 571
2019
Q2 		– Sell
-3,988
Closed -$292K – 538
2019
Q1 		$292K Buy
+3,988
New +$320K 0.13% 145

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meridian Wealth Management's CMA Position: Q1 2024 in Review

Meridian Wealth Management sold out of Comerica (CMA) in Q1 2024, closing a stake of 3,585 shares — an estimated $200K sold.

Meridian Wealth Management first reported a position in CMA in Q1 2019 and held it in 2 quarters. The position peaked at $292K in Q1 2019. 558 funds tracked by Wall St. Rank hold CMA as of Q1 2024.

  • Meridian Wealth Management reported no remaining Comerica position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 3,585 Comerica shares in Q1 2024, an estimated $200K.
  • Meridian Wealth Management first reported a position in Comerica in Q1 2019 and held it in 2 quarters.
  • Meridian Wealth Management's Comerica position peaked at $292K in Q1 2019.
  • 558 funds tracked by Wall St. Rank held Comerica as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.