TPWA
CMA

Twin Peaks Wealth Advisors’s Comerica CMA Stock Holding History

Twin Peaks 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
Q3 		– Sell
-90
Closed -$6.12K – 534
2025
Q2 		$6.12K Buy
+90
New +$5.02K ﹤0.01% 1200

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Twin Peaks Wealth Advisors's CMA Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Comerica (CMA) in Q3 2025, closing a stake of 90 shares — an estimated $6.12K sold.

Twin Peaks Wealth Advisors first reported a position in CMA in Q2 2025 and held it in 1 quarter. The position peaked at $6.12K in Q2 2025. 534 funds tracked by Wall St. Rank hold CMA as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Comerica position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 90 Comerica shares in Q3 2025, an estimated $6.12K.
  • Twin Peaks Wealth Advisors first reported a position in Comerica in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Comerica position peaked at $6.12K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held Comerica as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.