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Blodgett Wealth Advisors’s Cummins CMI Stock Holding History

Blodgett 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
2022
Q2 		– Sell
-1,500
Closed -$308K – 74
2022
Q1 		$308K Hold
1,500
– – 0.26% 60
2021
Q4 		$327K Buy
+1,500
New +$342K 0.25% 67

Other funds holding CMI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Blodgett Wealth Advisors's CMI Position: Q2 2022 in Review

Blodgett Wealth Advisors sold out of Cummins (CMI) in Q2 2022, closing a stake of 1,500 shares — an estimated $308K sold.

Blodgett Wealth Advisors first reported a position in CMI in Q4 2021 and held it in 2 quarters. The position peaked at $327K in Q4 2021. 1,196 funds tracked by Wall St. Rank hold CMI as of Q2 2022.

  • Blodgett Wealth Advisors reported no remaining Cummins position as of Q2 2022 after selling out during the quarter.
  • Blodgett Wealth Advisors sold 1,500 Cummins shares in Q2 2022, an estimated $308K.
  • Blodgett Wealth Advisors first reported a position in Cummins in Q4 2021 and held it in 2 quarters.
  • Blodgett Wealth Advisors's Cummins position peaked at $327K in Q4 2021.
  • 1,196 funds tracked by Wall St. Rank held Cummins as of Q2 2022.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.