SWA
CMA

SOA Wealth Advisors’s Comerica CMA Stock Holding History

SOA Wealth 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 		– Sell
-200
Closed -$12.4K – 891
2024
Q4 		$12.4K Buy
+200
New +$13K ﹤0.01% 527
2022
Q2 		– Sell
-9
Closed – – 838
2022
Q1 		$0 Hold
9
– – ﹤0.01% 911
2021
Q4 		$0 Hold
9
– – ﹤0.01% 885
2021
Q3 		$0 Hold
9
– – ﹤0.01% 901
2021
Q2 		$0 Sell
9
-5
-36% -$371 ﹤0.01% 871
2021
Q1 		$1K Sell
14
-2
-13% -$131 ﹤0.01% 755
2020
Q4 		$1K Buy
+16
New +$780 ﹤0.01% 729

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

SOA Wealth Advisors's CMA Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Comerica (CMA) in Q1 2025, closing a stake of 200 shares — an estimated $12.4K sold.

SOA Wealth Advisors first reported a position in CMA in Q4 2020 and held it in 7 quarters. The position peaked at $12.4K in Q4 2024. 529 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • SOA Wealth Advisors reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 Comerica shares in Q1 2025, an estimated $12.4K.
  • SOA Wealth Advisors first reported a position in Comerica in Q4 2020 and held it in 7 quarters.
  • SOA Wealth Advisors's Comerica position peaked at $12.4K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.