CWP
SI

CFM Wealth Partners’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

CFM Wealth Partners’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,065
Closed -$62K – 514
2020
Q2 		$62K Sell
1,065
-430
-29% -$25K 0.02% 255
2020
Q1 		$64K Buy
+1,495
New +$64K 0.03% 241

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $776M AUM 26.17% 1-Year Est. Return

CFM Wealth Partners's SI Position: Q3 2020 in Review

CFM Wealth Partners sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2020, closing a stake of 1,065 shares — an estimated $62K sold.

CFM Wealth Partners first reported a position in SI in Q1 2020 and held it in 2 quarters. The position peaked at $64K in Q1 2020. 52 funds tracked by Wall St. Rank hold SI as of Q3 2020.

  • CFM Wealth Partners reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,065 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2020, an estimated $62K.
  • CFM Wealth Partners first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $64K in Q1 2020.
  • 52 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.