Simplicity Wealth’s Comerica CMA Stock Holding History

Simplicity Wealth’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	-4,127	Closed	-$211K	–	619
2024 Q2	$211K	Sell	4,127 -17	-0.4%	-$868	﹤0.01%	1090
2024 Q1	$228K	Buy	+4,144	New	+$216K	0.01%	1016

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

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

Simplicity Wealth's CMA Position: Q3 2024 in Review

Simplicity Wealth sold out of Comerica (CMA) in Q3 2024, closing a stake of 4,127 shares — an estimated $211K sold.

Simplicity Wealth first reported a position in CMA in Q1 2024 and held it in 2 quarters. The position peaked at $228K in Q1 2024. 529 funds tracked by Wall St. Rank hold CMA as of Q3 2024.

Simplicity Wealth reported no remaining Comerica position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 4,127 Comerica shares in Q3 2024, an estimated $211K.
Simplicity Wealth first reported a position in Comerica in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Comerica position peaked at $228K in Q1 2024.
529 funds tracked by Wall St. Rank held Comerica as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.