RWM
CMA

Ruedi Wealth Management’s Comerica CMA Stock Holding History

Ruedi 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
2024
Q3 		– Sell
-6
Closed -$306 – 375
2024
Q2 		$306 Buy
+6
New +$306 ﹤0.01% 440

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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ruedi Wealth Management's CMA Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Comerica (CMA) in Q3 2024, closing a stake of 6 shares — an estimated $306 sold.

Ruedi Wealth Management first reported a position in CMA in Q2 2024 and held it in 1 quarter. The position peaked at $306 in Q2 2024. 530 funds tracked by Wall St. Rank hold CMA as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Comerica position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 6 Comerica shares in Q3 2024, an estimated $306.
  • Ruedi Wealth Management first reported a position in Comerica in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Comerica position peaked at $306 in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.