NC
CMA

NewSquare Capital’s Comerica CMA Stock Holding History

NewSquare Capital’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
-26
Closed -$1.54K – 1321
2025
Q1 		$1.54K Buy
26
+21
+420% +$1.32K ﹤0.01% 873
2024
Q4 		$309 Buy
+5
New +$325 ﹤0.01% 812
2023
Q4 		– Sell
-201
Closed -$9.09K – 521
2023
Q3 		$8.35K Buy
201
+189
+1,575% +$8.96K ﹤0.01% 323
2023
Q2 		$508 Sell
12
-88,631
-100% -$3.58M ﹤0.01% 681
2023
Q1 		$3.85M Buy
88,643
+10,312
+13% +$661K 0.45% 85
2022
Q4 		$5.24M Buy
78,331
+6,365
+9% +$441K 0.65% 56
2022
Q3 		$5.12M Buy
71,966
+4,386
+6% +$346K 0.64% 46
2022
Q2 		$4.96M Buy
67,580
+6,702
+11% +$541K 0.64% 51
2022
Q1 		$5.5M Buy
60,878
+7,096
+13% +$669K 0.58% 40
2021
Q4 		$4.68M Buy
53,782
+4,856
+10% +$417K 0.5% 45
2021
Q3 		$3.94M Buy
48,926
+1,565
+3% +$113K 0.46% 50
2021
Q2 		$3.38M Buy
47,361
+3,140
+7% +$233K 0.4% 66
2021
Q1 		$3.17M Buy
44,221
+1,136
+3% +$74.4K 0.42% 63
2020
Q4 		$2.41M Sell
43,085
-280
-0.6% -$13.7K 0.34% 86
2020
Q3 		$1.66M Buy
43,365
+2,556
+6% +$98.3K 0.27% 94
2020
Q2 		$1.55M Buy
40,809
+3,274
+9% +$114K 0.27% 85
2020
Q1 		$1.1M Buy
+37,535
New +$2.04M 0.2% 85

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

NewSquare Capital's CMA Position: Q2 2025 in Review

NewSquare Capital sold out of Comerica (CMA) in Q2 2025, closing a stake of 26 shares — an estimated $1.54K sold.

NewSquare Capital first reported a position in CMA in Q1 2020 and held it in 17 quarters. The position peaked at $5.5M in Q1 2022. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

  • NewSquare Capital reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
  • NewSquare Capital sold 26 Comerica shares in Q2 2025, an estimated $1.54K.
  • NewSquare Capital first reported a position in Comerica in Q1 2020 and held it in 17 quarters.
  • NewSquare Capital's Comerica position peaked at $5.5M in Q1 2022.
  • 532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.