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CLA (CliftonLarsonAllen) Wealth Advisors’s Cummins CMI Stock Holding History

CLA (CliftonLarsonAllen) 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
2021
Q4 		– Sell
-3,450
Closed -$775K – 193
2021
Q3 		$775K Hold
3,450
– – 0.03% 167
2021
Q2 		$841K Buy
+3,450
New +$882K 0.03% 167
2015
Q3 		– Sell
-3,300
Closed -$433K – 113
2015
Q2 		$433K Buy
+3,300
New +$454K 0.09% 118

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CMI Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Cummins (CMI) in Q4 2021, closing a stake of 3,450 shares — an estimated $775K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CMI in Q2 2015 and held it in 3 quarters. The position peaked at $841K in Q2 2021. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,450 Cummins shares in Q4 2021, an estimated $775K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Cummins in Q2 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Cummins position peaked at $841K in Q2 2021.
  • 1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.