EWA
CMI icon

Evolution Wealth Advisors’s Cummins CMI Stock Holding History

Evolution 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
-21
Closed -$5K – 251
2021
Q3 		$5K Hold
21
– – ﹤0.01% 499
2021
Q2 		$5K Hold
21
– – ﹤0.01% 501
2021
Q1 		$5K Hold
21
– – ﹤0.01% 517
2020
Q4 		$5K Hold
21
– – ﹤0.01% 439
2020
Q3 		$4K Hold
21
– – ﹤0.01% 455
2020
Q2 		$4K Buy
+21
New +$3.36K ﹤0.01% 386
2020
Q1 		– Sell
-25
Closed -$4K – 373
2019
Q4 		$4K Buy
25
+4
+19% +$704 ﹤0.01% 432
2019
Q3 		$3K Sell
21
-16
-43% -$2.56K ﹤0.01% 352
2019
Q2 		$6K Buy
+37
New +$6.06K ﹤0.01% 229

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

Evolution Wealth Advisors's CMI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Cummins (CMI) in Q4 2021, closing a stake of 21 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in CMI in Q2 2019 and held it in 9 quarters. The position peaked at $6K in Q2 2019. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 21 Cummins shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Cummins in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Cummins position peaked at $6K in Q2 2019.
  • 1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.