9WM
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9258 Wealth Management’s Cummins CMI Stock Holding History

9258 Wealth Management’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$256K Sell
791
-68
-8% -$20.1K 0.04% 296
2024
Q2 		$238K Hold
859
– – 0.04% 298
2024
Q1 		$253K Buy
+859
New +$221K 0.04% 285

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

9258 Wealth Management's CMI Position: Q3 2024 in Review

9258 Wealth Management reduced its Cummins (CMI) stake by 7.9% in Q3 2024, selling an estimated $20.1K and leaving 791 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #296.

9258 Wealth Management first reported a position in CMI in Q1 2024 and has held it in 3 quarters since. 1,426 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • 9258 Wealth Management held 791 shares of Cummins worth $256K as of Q3 2024.
  • 9258 Wealth Management sold 68 Cummins shares in Q3 2024, an estimated $20.1K.
  • Cummins made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #296 holding.
  • 9258 Wealth Management first reported a position in Cummins in Q1 2024 and has held it in 3 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.