VWA
CMA

Valued Wealth Advisors’s Comerica CMA Stock Holding History

Valued 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
2026
Q1 		– Sell
-10
Closed -$914 – 758
2025
Q4 		$914 Hold
10
– – ﹤0.01% 479
2025
Q3 		$715 Hold
10
– – ﹤0.01% 487
2025
Q2 		$616 Hold
10
– – ﹤0.01% 503
2025
Q1 		$603 Hold
10
– – ﹤0.01% 537
2024
Q4 		$629 Buy
10
+3
+43% +$195 ﹤0.01% 529
2024
Q3 		$427 Hold
7
– – ﹤0.01% 542
2024
Q2 		$363 Buy
7
+4
+133% +$204 ﹤0.01% 526
2024
Q1 		$168 Buy
+3
New +$157 ﹤0.01% 559

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

Valued Wealth Advisors's CMA Position: Q1 2026 in Review

Valued Wealth Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 10 shares — an estimated $914 sold.

Valued Wealth Advisors first reported a position in CMA in Q1 2024 and held it in 8 quarters. The position peaked at $914 in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Valued Wealth Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 10 Comerica shares in Q1 2026, an estimated $914.
  • Valued Wealth Advisors first reported a position in Comerica in Q1 2024 and held it in 8 quarters.
  • Valued Wealth Advisors's Comerica position peaked at $914 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.