Adams Wealth Management’s Cummins CMI Stock Holding History

Adams 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
2020 Q4	–	Sell	-48	Closed	-$10K	–	120
2020 Q3	$10K	Buy	+48	New	+$9.56K	0.01%	182

Other funds holding CMI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Adams Wealth Management's CMI Position: Q4 2020 in Review

Adams Wealth Management sold out of Cummins (CMI) in Q4 2020, closing a stake of 48 shares — an estimated $10K sold.

Adams Wealth Management first reported a position in CMI in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 1,174 funds tracked by Wall St. Rank hold CMI as of Q4 2020.

Adams Wealth Management reported no remaining Cummins position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 48 Cummins shares in Q4 2020, an estimated $10K.
Adams Wealth Management first reported a position in Cummins in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Cummins position peaked at $10K in Q3 2020.
1,174 funds tracked by Wall St. Rank held Cummins as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.