APWM
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Atlas Private Wealth Management’s CMS Energy CMS Stock Holding History

Atlas Private Wealth Management’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
Q2 		– Sell
-298
Closed -$18K – 159
2021
Q1 		$18K Hold
298
– – 0.01% 261
2020
Q4 		$18K Hold
298
– – 0.01% 266
2020
Q3 		$18K Buy
+298
New +$18.2K 0.01% 263

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's CMS Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 298 shares — an estimated $18K sold.

Atlas Private Wealth Management first reported a position in CMS in Q3 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 298 CMS Energy shares in Q2 2021, an estimated $18K.
  • Atlas Private Wealth Management first reported a position in CMS Energy in Q3 2020 and held it in 3 quarters.
  • Atlas Private Wealth Management's CMS Energy position peaked at $18K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.