CHA
CMS icon

Carmichael Hill & Associates’s CMS Energy CMS Stock Holding History

Carmichael Hill & Associates’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
2022
Q3 		– Sell
-21
Closed -$1K – 816
2022
Q2 		$1K Buy
+21
New +$1.45K ﹤0.01% 751

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Carmichael Hill & Associates's CMS Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of CMS Energy (CMS) in Q3 2022, closing a stake of 21 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in CMS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

  • Carmichael Hill & Associates reported no remaining CMS Energy position as of Q3 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 21 CMS Energy shares in Q3 2022, an estimated $1K.
  • Carmichael Hill & Associates first reported a position in CMS Energy in Q2 2022 and held it in 1 quarter.
  • Carmichael Hill & Associates's CMS Energy position peaked at $1K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.