WP
CMA

WealthPLAN Partners’s Comerica CMA Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-34,784
Closed -$1.94M – 314
2023
Q4 		$1.94M Sell
34,784
-12,846
-27% -$581K 0.2% 111
2023
Q3 		$1.98M Buy
47,630
+15,801
+50% +$749K 0.23% 103
2023
Q2 		$1.35M Buy
31,829
+5,030
+19% +$203K 0.19% 116
2023
Q1 		$1.16M Buy
26,799
+23,597
+737% +$1.51M 0.13% 137
2022
Q4 		$243K Buy
+3,202
New +$222K 0.02% 345
2022
Q1 		$371K Sell
4,532
-189
-4% -$17.8K 0.03% 287
2021
Q4 		$438K Sell
4,721
-5,034
-52% -$432K 0.03% 267
2021
Q3 		$835K Sell
9,755
-1,700
-15% -$122K 0.06% 189
2021
Q2 		$858K Buy
11,455
+761
+7% +$56.4K 0.06% 166
2021
Q1 		$819K Buy
10,694
+69
+0.6% +$4.52K 0.06% 163
2020
Q4 		$674K Buy
10,625
+783
+8% +$38.2K 0.06% 178
2020
Q3 		$475K Sell
9,842
-931
-9% -$35.8K 0.05% 201
2020
Q2 		$444K Buy
+10,773
New +$376K 0.05% 199
2019
Q1 		– Sell
-2,332
Closed -$201K – 262
2018
Q4 		$201K Sell
2,332
-865
-27% -$68.8K 0.03% 245
2018
Q3 		$252K Sell
3,197
-474
-13% -$45.2K 0.05% 205
2018
Q2 		$334K Sell
3,671
-1,549
-30% -$148K 0.07% 180
2018
Q1 		$500K Buy
+5,220
New +$498K 0.11% 141

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's CMA Position: Q1 2024 in Review

WealthPLAN Partners sold out of Comerica (CMA) in Q1 2024, closing a stake of 34,784 shares — an estimated $1.94M sold.

WealthPLAN Partners first reported a position in CMA in Q1 2018 and held it in 17 quarters. The position peaked at $1.98M in Q3 2023. 556 funds tracked by Wall St. Rank hold CMA as of Q1 2024.

  • WealthPLAN Partners reported no remaining Comerica position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 34,784 Comerica shares in Q1 2024, an estimated $1.94M.
  • WealthPLAN Partners first reported a position in Comerica in Q1 2018 and held it in 17 quarters.
  • WealthPLAN Partners's Comerica position peaked at $1.98M in Q3 2023.
  • 556 funds tracked by Wall St. Rank held Comerica as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.