AG
CMS icon

AlphaSimPlex Group’s CMS Energy CMS Stock Holding History

AlphaSimPlex Group’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,646
Closed -$452K – 222
2021
Q2 		$452K Hold
7,646
– – 0.23% 175
2021
Q1 		$468K Sell
7,646
-9,486
-55% -$545K 0.2% 194
2020
Q4 		$1.04M Buy
17,132
+10,808
+171% +$676K 0.37% 103
2020
Q3 		$388K Buy
6,324
+2,238
+55% +$137K 0.18% 197
2020
Q2 		$239K Buy
+4,086
New +$237K 0.18% 193
2020
Q1 		– Sell
-7,195
Closed -$452K – 137
2019
Q4 		$452K Hold
7,195
– – 0.17% 170
2019
Q3 		$460K Sell
7,195
-3,113
-30% -$189K 0.18% 179
2019
Q2 		$597K Buy
10,308
+3,113
+43% +$175K 0.19% 170
2019
Q1 		$400K Buy
+7,195
New +$379K 0.13% 189

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return