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Financial Network Wealth Advisors’s Cummins CMI Stock Holding History

Financial Network 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
2024
Q3 		– Sell
-1
Closed -$277 – 835
2024
Q2 		$277 Buy
+1
New +$286 ﹤0.01% 900

Other funds holding CMI

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Financial Network Wealth Advisors's CMI Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Cummins (CMI) in Q3 2024, closing a stake of 1 share — an estimated $277 sold.

Financial Network Wealth Advisors first reported a position in CMI in Q2 2024 and held it in 1 quarter. The position peaked at $277 in Q2 2024. 1,427 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Cummins position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 1 Cummins share in Q3 2024, an estimated $277.
  • Financial Network Wealth Advisors first reported a position in Cummins in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Cummins position peaked at $277 in Q2 2024.
  • 1,427 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.