FGAM
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Financial Gravity Asset Management’s CMS Energy CMS Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-6
Closed -$356 – 1478
2024
Q1 		$356 Buy
6
+2
+50% +$116 ﹤0.01% 876
2023
Q4 		$345 Buy
+4
New +$223 ﹤0.01% 950
2019
Q4 		– Hold
0
– – – 516
2019
Q3 		– Sell
-4
Closed -$243 – 1230
2019
Q2 		$0 Sell
4
-8
-67% -$449 ﹤0.01% 1282
2019
Q1 		$1K Buy
+12
New +$633 ﹤0.01% 1057
2018
Q3 		$0 Sell
6
-1
-14% -$49 ﹤0.01% 1416
2018
Q2 		$0 Sell
7
-1
-13% -$45 ﹤0.01% 1431
2018
Q1 		$0 Buy
+8
New +$351 ﹤0.01% 1396

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's CMS Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of CMS Energy (CMS) in Q2 2024, closing a stake of 6 shares — an estimated $356 sold.

Financial Gravity Asset Management first reported a position in CMS in Q1 2018 and held it in 7 quarters. The position peaked at $1K in Q1 2019. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining CMS Energy position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 6 CMS Energy shares in Q2 2024, an estimated $356.
  • Financial Gravity Asset Management first reported a position in CMS Energy in Q1 2018 and held it in 7 quarters.
  • Financial Gravity Asset Management's CMS Energy position peaked at $1K in Q1 2019.
  • 685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.