MWA
CMA

Monograph Wealth Advisors’s Comerica CMA Stock Holding History

Monograph 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
2024
Q2 		– Sell
-10,000
Closed -$557K – 126
2024
Q1 		$557K Buy
+10,000
New +$522K 0.08% 90

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Monograph Wealth Advisors's CMA Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Comerica (CMA) in Q2 2024, closing a stake of 10,000 shares — an estimated $557K sold.

Monograph Wealth Advisors first reported a position in CMA in Q1 2024 and held it in 1 quarter. The position peaked at $557K in Q1 2024. 509 funds tracked by Wall St. Rank hold CMA as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Comerica position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 10,000 Comerica shares in Q2 2024, an estimated $557K.
  • Monograph Wealth Advisors first reported a position in Comerica in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Comerica position peaked at $557K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held Comerica as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.