Altus Wealth Group’s Cummins CMI Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-100	Closed	-$23K	–	288
2020 Q4	$23K	Buy	+100	New	+$22.5K	0.02%	341

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Altus Wealth Group's CMI Position: Q1 2021 in Review

Altus Wealth Group sold out of Cummins (CMI) in Q1 2021, closing a stake of 100 shares — an estimated $23K sold.

Altus Wealth Group first reported a position in CMI in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 1,233 funds tracked by Wall St. Rank hold CMI as of Q1 2021.

Altus Wealth Group reported no remaining Cummins position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 100 Cummins shares in Q1 2021, an estimated $23K.
Altus Wealth Group first reported a position in Cummins in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Cummins position peaked at $23K in Q4 2020.
1,233 funds tracked by Wall St. Rank held Cummins as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.