SQA
CMA

Simon Quick Advisors’s Comerica CMA Stock Holding History

Simon Quick 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
Q2 		– Sell
-4,325
Closed -$255K – 410
2025
Q1 		$255K Buy
4,325
+66
+2% +$4.15K 0.01% 486
2024
Q4 		$263K Buy
+4,259
New +$277K 0.02% 378
2020
Q1 		– Sell
-75
Closed -$5K – 512
2019
Q4 		$5K Buy
+75
New +$5.15K ﹤0.01% 484
2018
Q4 		– Sell
-675
Closed -$61K – 330
2018
Q3 		$61K Sell
675
-125
-16% -$11.9K 0.02% 160
2018
Q2 		$72K Sell
800
-800
-50% -$76.7K 0.03% 146
2018
Q1 		$153K Buy
+1,600
New +$153K 0.06% 107

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simon Quick Advisors's CMA Position: Q2 2025 in Review

Simon Quick Advisors sold out of Comerica (CMA) in Q2 2025, closing a stake of 4,325 shares — an estimated $255K sold.

Simon Quick Advisors first reported a position in CMA in Q1 2018 and held it in 6 quarters. The position peaked at $263K in Q4 2024. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

  • Simon Quick Advisors reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 4,325 Comerica shares in Q2 2025, an estimated $255K.
  • Simon Quick Advisors first reported a position in Comerica in Q1 2018 and held it in 6 quarters.
  • Simon Quick Advisors's Comerica position peaked at $263K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.