WANY
CMA

Wealthspire Advisors (New York)’s Comerica CMA Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-334
Closed -$22.9K – 1383
2025
Q3 		$22.9K Buy
+334
New +$22.5K ﹤0.01% 1613
2021
Q2 		– Sell
-6,588
Closed -$473K – 430
2021
Q1 		$473K Buy
6,588
+389
+6% +$25.5K 0.01% 416
2020
Q4 		$346K Buy
+6,199
New +$302K 0.01% 387
2019
Q1 		– Sell
-150
Closed -$10K – 188
2018
Q4 		$10K Buy
+150
New +$11.9K ﹤0.01% 496

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
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s CMA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Comerica (CMA) in Q4 2025, closing a stake of 334 shares — an estimated $22.9K sold.

Wealthspire Advisors (New York) first reported a position in CMA in Q4 2018 and held it in 4 quarters. The position peaked at $473K in Q1 2021. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 334 Comerica shares in Q4 2025, an estimated $22.9K.
  • Wealthspire Advisors (New York) first reported a position in Comerica in Q4 2018 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Comerica position peaked at $473K in Q1 2021.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.