FFT Wealth Management’s CMS Energy CMS Stock Holding History

FFT Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,281	Closed	-$76K	–	125
2021 Q2	$76K	Buy	+1,281	New	+$79.7K	0.02%	115

Other funds holding CMS

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFT Wealth Management's CMS Position: Q3 2021 in Review

FFT Wealth Management sold out of CMS Energy (CMS) in Q3 2021, closing a stake of 1,281 shares — an estimated $76K sold.

FFT Wealth Management first reported a position in CMS in Q2 2021 and held it in 1 quarter. The position peaked at $76K in Q2 2021. 564 funds tracked by Wall St. Rank hold CMS as of Q3 2021.

FFT Wealth Management reported no remaining CMS Energy position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 1,281 CMS Energy shares in Q3 2021, an estimated $76K.
FFT Wealth Management first reported a position in CMS Energy in Q2 2021 and held it in 1 quarter.
FFT Wealth Management's CMS Energy position peaked at $76K in Q2 2021.
564 funds tracked by Wall St. Rank held CMS Energy as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.