TWD
CMA

True Wealth Design’s Comerica CMA Stock Holding History

True Wealth Design’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
2026
Q1 		– Sell
-34
Closed -$2.98K – 2728
2025
Q4 		$2.98K Sell
34
-2
-6% -$161 ﹤0.01% 1293
2025
Q3 		$2.49K Buy
36
+32
+800% +$2.15K ﹤0.01% 1386
2025
Q2 		$239 Buy
4
+2
+100% +$112 ﹤0.01% 2015
2025
Q1 		$119 Sell
2
-229
-99% -$14.4K ﹤0.01% 2137
2024
Q4 		$14.3K Buy
231
+200
+645% +$13K 0.01% 365
2024
Q3 		$1.86K Buy
+31
New +$1.71K ﹤0.01% 814

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

True Wealth Design's CMA Position: Q1 2026 in Review

True Wealth Design sold out of Comerica (CMA) in Q1 2026, closing a stake of 34 shares — an estimated $2.98K sold.

True Wealth Design first reported a position in CMA in Q3 2024 and held it in 6 quarters. The position peaked at $14.3K in Q4 2024. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • True Wealth Design reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 34 Comerica shares in Q1 2026, an estimated $2.98K.
  • True Wealth Design first reported a position in Comerica in Q3 2024 and held it in 6 quarters.
  • True Wealth Design's Comerica position peaked at $14.3K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.