WA
CMA

Whipplewood Advisors’s Comerica CMA Stock Holding History

Whipplewood 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
-7
Closed -$609 – 1071
2025
Q4 		$609 Buy
+7
New +$563 ﹤0.01% 447
2025
Q3 		– Sell
-44
Closed -$2.63K – 468
2025
Q2 		$2.63K Sell
44
-27
-38% -$1.51K ﹤0.01% 825
2025
Q1 		$2.6K Buy
71
+27
+61% +$1.7K ﹤0.01% 830
2024
Q4 		$2.72K Buy
+44
New +$2.86K ﹤0.01% 819

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

Whipplewood Advisors's CMA Position: Q1 2026 in Review

Whipplewood Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 7 shares — an estimated $609 sold.

Whipplewood Advisors first reported a position in CMA in Q4 2024 and held it in 4 quarters. The position peaked at $2.72K in Q4 2024. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Whipplewood Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 7 Comerica shares in Q1 2026, an estimated $609.
  • Whipplewood Advisors first reported a position in Comerica in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Comerica position peaked at $2.72K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

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