Arkadios Wealth Advisors’s CMS Energy CMS Stock Holding History

Arkadios Wealth 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 Q4	–	Sell	-743	Closed	-$44K	–	786
2021 Q3	$44K	Hold	743	–	–	0.01%	918
2021 Q2	$43K	Buy	743 +575	+342%	+$35.8K	0.01%	971
2021 Q1	$10K	Hold	168	–	–	﹤0.01%	1184
2020 Q4	$10K	Buy	+168	New	+$10.5K	﹤0.01%	949
2020 Q1	–	Sell	-40	Closed	-$2.72K	–	1225
2019 Q4	$2.72K	Buy	+40	New	+$2.49K	﹤0.01%	786

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arkadios Wealth Advisors's CMS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 743 shares — an estimated $44K sold.

Arkadios Wealth Advisors first reported a position in CMS in Q4 2019 and held it in 5 quarters. The position peaked at $44K in Q3 2021. 584 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 743 CMS Energy shares in Q4 2021, an estimated $44K.
Arkadios Wealth Advisors first reported a position in CMS Energy in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's CMS Energy position peaked at $44K in Q3 2021.
584 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.