Consolidated Planning Corp’s Cummins CMI Stock Holding History

Consolidated Planning Corp’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	-68	Closed	-$15K	–	133
2021 Q3	$15K	Buy	+68	New	+$15.9K	0.01%	270

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Consolidated Planning Corp's CMI Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Cummins (CMI) in Q4 2021, closing a stake of 68 shares — an estimated $15K sold.

Consolidated Planning Corp first reported a position in CMI in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

Consolidated Planning Corp reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 68 Cummins shares in Q4 2021, an estimated $15K.
Consolidated Planning Corp first reported a position in Cummins in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Cummins position peaked at $15K in Q3 2021.
1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.