Atlas Private Wealth Advisors’s CMS Energy CMS Stock Holding History

Atlas Private 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	-51	Closed	-$3K	–	257
2021 Q3	$3K	Hold	51	–	–	﹤0.01%	622
2021 Q2	$3K	Sell	51 -15	-23%	-$933	﹤0.01%	625
2021 Q1	$4K	Buy	66 +15	+29%	+$862	﹤0.01%	642
2020 Q4	$3K	Hold	51	–	–	﹤0.01%	581
2020 Q3	$3K	Hold	51	–	–	﹤0.01%	522
2020 Q2	$3K	Buy	+51	New	+$2.95K	﹤0.01%	553

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Private Wealth Advisors's CMS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 51 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in CMS in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 51 CMS Energy shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in CMS Energy in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's CMS Energy position peaked at $4K in Q1 2021.
583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.