BDO Wealth Advisors’s Cummins CMI Stock Holding History

BDO Wealth Advisors’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.44M	Buy	5,861 +187	+3%	+$42.3K	0.16%	110
2023 Q1	$1.36M	Sell	5,674 -229	-4%	-$55.9K	0.17%	106
2022 Q4	$1.43M	Buy	5,903 +161	+3%	+$38.3K	0.18%	108
2022 Q3	$1.17M	Sell	5,742 -1,835	-24%	-$390K	0.16%	116
2022 Q2	$1.47M	Buy	7,577 +90	+1%	+$18K	0.18%	103
2022 Q1	$1.54M	Buy	7,487 +255	+4%	+$55.1K	0.16%	108
2021 Q4	$1.58M	Buy	7,232 +168	+2%	+$38.3K	0.17%	107
2021 Q3	$1.59M	Sell	7,064 -102	-1%	-$23.9K	0.17%	100
2021 Q2	$1.75M	Sell	7,166 -102	-1%	-$26.1K	0.19%	90
2021 Q1	$1.88M	Sell	7,268 -237	-3%	-$59.2K	0.22%	80
2020 Q4	$1.7M	Sell	7,505 -109	-1%	-$24.5K	0.24%	71
2020 Q3	$1.61M	Sell	7,614 -181	-2%	-$36.1K	0.26%	69
2020 Q2	$1.35M	Buy	7,795 +106	+1%	+$16.9K	0.24%	76
2020 Q1	$1.04M	Buy	7,689 +426	+6%	+$66.4K	0.21%	85
2019 Q4	$1.3M	Sell	7,263 -682	-9%	-$120K	0.34%	61
2019 Q3	$1.29M	Buy	7,945 +96	+1%	+$15.4K	0.33%	59
2019 Q2	$1.34M	Buy	7,849 +42	+0.5%	+$6.88K	0.37%	60
2019 Q1	$1.23M	Buy	7,807 +551	+8%	+$82.7K	0.36%	58
2018 Q4	$970K	Buy	7,256 +7,186	+10,266%	+$1.01M	0.33%	66
2018 Q3	$10K	Hold	70	–	–	﹤0.01%	455
2018 Q2	$9K	Buy	+70	New	+$10.5K	﹤0.01%	466

Other funds holding CMI

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's CMI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Cummins (CMI) stake by 3.3% in Q2 2023, buying an estimated $42.3K and bringing the position to 5,861 shares worth $1.44M. The position accounts for 0.16% of the portfolio, ranked #110.

BDO Wealth Advisors first reported a position in CMI in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.88M in Q1 2021. 1,267 funds tracked by Wall St. Rank hold CMI as of Q2 2023.

BDO Wealth Advisors held 5,861 shares of Cummins worth $1.44M as of Q2 2023.
BDO Wealth Advisors bought 187 Cummins shares in Q2 2023, an estimated $42.3K.
Cummins made up 0.16% of BDO Wealth Advisors's portfolio in Q2 2023, its #110 holding.
BDO Wealth Advisors first reported a position in Cummins in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Cummins position peaked at $1.88M in Q1 2021.
1,267 funds tracked by Wall St. Rank held Cummins as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.