VF
CMA

Vest Financial’s Comerica CMA Stock Holding History

Vest Financial’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
-40,197
Closed -$2.49M – 406
2024
Q4 		$2.49M Buy
40,197
+15,481
+63% +$1.01M 0.04% 144
2024
Q3 		$1.48M Buy
24,716
+1,523
+7% +$84K 0.03% 184
2024
Q2 		$1.18M Buy
23,193
+6,236
+37% +$319K 0.03% 131
2024
Q1 		$932K Sell
16,957
-222,601
-93% -$11.6M 0.02% 136
2023
Q4 		$13.4M Buy
239,558
+27,833
+13% +$1.26M 0.5% 77
2023
Q3 		$8.8M Buy
211,725
+88,599
+72% +$4.2M 0.48% 100
2023
Q2 		$5.22M Buy
123,126
+92,189
+298% +$3.73M 0.49% 94
2023
Q1 		$1.34M Buy
+30,937
New +$1.98M 0.18% 107

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

Vest Financial's CMA Position: Q1 2025 in Review

Vest Financial sold out of Comerica (CMA) in Q1 2025, closing a stake of 40,197 shares — an estimated $2.49M sold.

Vest Financial first reported a position in CMA in Q1 2023 and held it in 8 quarters. The position peaked at $13.4M in Q4 2023. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Vest Financial reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Vest Financial sold 40,197 Comerica shares in Q1 2025, an estimated $2.49M.
  • Vest Financial first reported a position in Comerica in Q1 2023 and held it in 8 quarters.
  • Vest Financial's Comerica position peaked at $13.4M in Q4 2023.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Vest Financial's 13F filing for Q1 2025, filed 11 Apr 2025.