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Dixon Hughes Goodman Wealth Advisors’s Cummins CMI Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$10K Hold
51
– – ﹤0.01% 516
2021
Q4 		$11K Buy
+51
New +$11.6K ﹤0.01% 446

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's CMI Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Cummins (CMI) position steady in Q1 2022 at 51 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Dixon Hughes Goodman Wealth Advisors first reported a position in CMI in Q4 2021 and has held it in 2 quarters since. The position peaked at $11K in Q4 2021. 1,226 funds tracked by Wall St. Rank hold CMI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 51 shares of Cummins worth $10K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Cummins share count unchanged in Q1 2022.
  • Cummins made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #516 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Cummins in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Cummins position peaked at $11K in Q4 2021.
  • 1,226 funds tracked by Wall St. Rank held Cummins as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.