RWPA
CMA

Richard W. Paul & Associates’s Comerica CMA Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-1,531
Closed -$94.7K – 374
2024
Q4 		$94.7K Hold
1,531
– – 0.03% 193
2024
Q3 		$91.7K Hold
1,531
– – 0.03% 192
2024
Q2 		$78.1K Hold
1,531
– – 0.03% 193
2024
Q1 		$84.2K Hold
1,531
– – 0.03% 191
2023
Q4 		$85.4K Hold
1,531
– – 0.04% 198
2023
Q3 		$63.6K Hold
1,531
– – 0.03% 197
2023
Q2 		$64.9K Sell
1,531
-15
-1% -$606 0.03% 208
2023
Q1 		$67.1K Hold
1,546
– – 0.03% 210
2022
Q4 		$103K Buy
+1,546
New +$107K 0.05% 191

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richard W. Paul & Associates's CMA Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Comerica (CMA) in Q1 2025, closing a stake of 1,531 shares — an estimated $94.7K sold.

Richard W. Paul & Associates first reported a position in CMA in Q4 2022 and held it in 9 quarters. The position peaked at $103K in Q4 2022. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 1,531 Comerica shares in Q1 2025, an estimated $94.7K.
  • Richard W. Paul & Associates first reported a position in Comerica in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Comerica position peaked at $103K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.