PWA
CMA

Physician Wealth Advisors’s Comerica CMA Stock Holding History

Physician 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
2026
Q1 		– Sell
-37
Closed -$3.22K – 2095
2025
Q4 		$3.22K Buy
37
+9
+32% +$724 ﹤0.01% 1107
2025
Q3 		$1.92K Buy
28
+10
+56% +$673 ﹤0.01% 1247
2025
Q2 		$1.07K Buy
+18
New +$1K ﹤0.01% 1376

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Physician Wealth Advisors's CMA Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 37 shares — an estimated $3.22K sold.

Physician Wealth Advisors first reported a position in CMA in Q2 2025 and held it in 3 quarters. The position peaked at $3.22K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 37 Comerica shares in Q1 2026, an estimated $3.22K.
  • Physician Wealth Advisors first reported a position in Comerica in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Comerica position peaked at $3.22K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.