VisionPoint Advisory Group’s Comerica CMA Stock Holding History

VisionPoint Advisory Group’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
2024 Q3	–	Sell	-184	Closed	-$9.39K	–	338
2024 Q2	$9.39K	Hold	184	–	–	﹤0.01%	501
2024 Q1	$10.1K	Sell	184 -156	-46%	-$8.14K	﹤0.01%	469
2023 Q4	$19K	Hold	340	–	–	0.01%	359
2023 Q3	$14.1K	Hold	340	–	–	0.01%	417
2023 Q2	$14.4K	Buy	+340	New	+$13.7K	0.01%	347
2022 Q2	–	Sell	-48,795	Closed	-$3.71M	–	104
2022 Q1	$3.71M	Sell	48,795 -1,660	-3%	-$157K	1.72%	23
2021 Q4	$4.9M	Buy	+50,455	New	+$4.33M	2.14%	17

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

VisionPoint Advisory Group's CMA Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Comerica (CMA) in Q3 2024, closing a stake of 184 shares — an estimated $9.39K sold.

VisionPoint Advisory Group first reported a position in CMA in Q4 2021 and held it in 7 quarters. The position peaked at $4.9M in Q4 2021. 529 funds tracked by Wall St. Rank hold CMA as of Q3 2024.

VisionPoint Advisory Group reported no remaining Comerica position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 184 Comerica shares in Q3 2024, an estimated $9.39K.
VisionPoint Advisory Group first reported a position in Comerica in Q4 2021 and held it in 7 quarters.
VisionPoint Advisory Group's Comerica position peaked at $4.9M in Q4 2021.
529 funds tracked by Wall St. Rank held Comerica as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.