BDO Wealth Advisors’s CMS Energy CMS Stock Holding History

BDO 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
2020 Q4	–	Sell	-70	Closed	-$4K	–	933
2020 Q3	$4K	Buy	+70	New	+$4.29K	﹤0.01%	578

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

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

BDO Wealth Advisors's CMS Position: Q4 2020 in Review

BDO Wealth Advisors sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 70 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in CMS in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 557 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

BDO Wealth Advisors reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
BDO Wealth Advisors sold 70 CMS Energy shares in Q4 2020, an estimated $4K.
BDO Wealth Advisors first reported a position in CMS Energy in Q3 2020 and held it in 1 quarter.
BDO Wealth Advisors's CMS Energy position peaked at $4K in Q3 2020.
557 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.