Schechter Investment Advisors’s Comerica CMA Stock Holding History

Schechter Investment 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
2025 Q1	$272K	Hold	4,599	–	–	0.02%	489
2024 Q4	$284K	Sell	4,599 -36	-0.8%	-$2.34K	0.02%	503
2024 Q3	$278K	Hold	4,635	–	–	0.02%	513
2024 Q2	$237K	Hold	4,635	–	–	0.02%	521
2024 Q1	$255K	Hold	4,635	–	–	0.02%	526
2023 Q4	$259K	Buy	+4,635	New	+$210K	0.02%	496
2023 Q2	–	Sell	-5,009	Closed	-$217K	–	681
2023 Q1	$217K	Buy	5,009 +237	+5%	+$15.2K	0.02%	596
2022 Q4	$319K	Sell	4,772 -195	-4%	-$13.5K	0.03%	615
2022 Q3	$353K	Buy	4,967 +99	+2%	+$7.8K	0.03%	637
2022 Q2	$357K	Sell	4,868 -394	-7%	-$31.8K	0.03%	638
2022 Q1	$475K	Buy	5,262 +8	+0.2%	+$755	0.04%	547
2021 Q4	$457K	Buy	+5,254	New	+$451K	0.04%	535

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's CMA Position: Q1 2025 in Review

Schechter Investment Advisors held its Comerica (CMA) position steady in Q1 2025 at 4,599 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #489.

Schechter Investment Advisors first reported a position in CMA in Q4 2021 and has held it in 12 quarters since. The position peaked at $475K in Q1 2022. 529 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

Schechter Investment Advisors held 4,599 shares of Comerica worth $272K as of Q1 2025.
Schechter Investment Advisors left its Comerica share count unchanged in Q1 2025.
Comerica made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #489 holding.
Schechter Investment Advisors first reported a position in Comerica in Q4 2021 and has held it in 12 quarters since.
Schechter Investment Advisors's Comerica position peaked at $475K in Q1 2022.
529 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.