MWM
CMA

MorganRosel Wealth Management’s Comerica CMA Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-564
Closed -$33.6K – 155
2025
Q2 		$33.6K Hold
564
– – 0.01% 207
2025
Q1 		$33.3K Buy
+564
New +$35.4K 0.01% 189
2022
Q3 		– Sell
-11,017
Closed -$808K – 94
2022
Q2 		$808K Buy
11,017
+202
+2% +$16.3K 0.43% 45
2022
Q1 		$978K Buy
+10,815
New +$1.02M 0.47% 35

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MorganRosel Wealth Management's CMA Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Comerica (CMA) in Q3 2025, closing a stake of 564 shares — an estimated $33.6K sold.

MorganRosel Wealth Management first reported a position in CMA in Q1 2022 and held it in 4 quarters. The position peaked at $978K in Q1 2022. 534 funds tracked by Wall St. Rank hold CMA as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Comerica position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 564 Comerica shares in Q3 2025, an estimated $33.6K.
  • MorganRosel Wealth Management first reported a position in Comerica in Q1 2022 and held it in 4 quarters.
  • MorganRosel Wealth Management's Comerica position peaked at $978K in Q1 2022.
  • 534 funds tracked by Wall St. Rank held Comerica as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.