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Clearview Wealth Advisors’s Cummins CMI Stock Holding History

Clearview 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
2023
Q3 		– Sell
-15
Closed -$3.68K – 208
2023
Q2 		$3.68K Hold
15
– – ﹤0.01% 461
2023
Q1 		$3.58K Hold
15
– – ﹤0.01% 462
2022
Q4 		$3.63K Buy
+15
New +$3.57K ﹤0.01% 428
2022
Q1 		– Sell
-15
Closed -$3K – 625
2021
Q4 		$3K Sell
15
-8
-35% -$1.82K ﹤0.01% 539
2021
Q3 		$5K Sell
23
-20
-47% -$4.69K ﹤0.01% 494
2021
Q2 		$10K Buy
+43
New +$11K 0.01% 418

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's CMI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Cummins (CMI) in Q3 2023, closing a stake of 15 shares — an estimated $3.68K sold.

Clearview Wealth Advisors first reported a position in CMI in Q2 2021 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 1,230 funds tracked by Wall St. Rank hold CMI as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Cummins position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 15 Cummins shares in Q3 2023, an estimated $3.68K.
  • Clearview Wealth Advisors first reported a position in Cummins in Q2 2021 and held it in 6 quarters.
  • Clearview Wealth Advisors's Cummins position peaked at $10K in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Cummins as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.