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Arcadia Investment Advisors’s CMS Energy CMS Stock Holding History

Arcadia Investment Advisors’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
-17
Closed -$1K – 134
2021
Q2 		$1K Buy
+17
New +$1.06K ﹤0.01% 169

Other funds holding CMS

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
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 $1.56T 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

Arcadia Investment Advisors's CMS Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of CMS Energy (CMS) in Q3 2021, closing a stake of 17 shares — an estimated $1K sold.

Arcadia Investment Advisors first reported a position in CMS in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 564 funds tracked by Wall St. Rank hold CMS as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining CMS Energy position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 17 CMS Energy shares in Q3 2021, an estimated $1K.
  • Arcadia Investment Advisors first reported a position in CMS Energy in Q2 2021 and held it in 1 quarter.
  • Arcadia Investment Advisors's CMS Energy position peaked at $1K in Q2 2021.
  • 564 funds tracked by Wall St. Rank held CMS Energy as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.