Arden Trust’s CMS Energy CMS Stock Holding History

Arden Trust’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
2022 Q2	–	Sell	-6,230	Closed	-$436K	–	269
2022 Q1	$436K	Buy	+6,230	New	+$404K	0.09%	193
2016 Q3	–	Sell	-5,460	Closed	-$251	–	359
2016 Q2	$251	Buy	+5,460	New	+$229K	0.02%	520

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arden Trust's CMS Position: Q2 2022 in Review

Arden Trust sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 6,230 shares — an estimated $436K sold.

Arden Trust first reported a position in CMS in Q2 2016 and held it in 2 quarters. The position peaked at $436K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

Arden Trust reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
Arden Trust sold 6,230 CMS Energy shares in Q2 2022, an estimated $436K.
Arden Trust first reported a position in CMS Energy in Q2 2016 and held it in 2 quarters.
Arden Trust's CMS Energy position peaked at $436K in Q1 2022.
626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Arden Trust's 13F filing for Q2 2022, filed 12 Jul 2022.