FFA
CMI icon

First Foundation Advisors’s Cummins CMI Stock Holding History

First Foundation 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
-294
Closed -$81.4K – 372
2024
Q2 		$81.4K Sell
294
-216
-42% -$61.7K ﹤0.01% 382
2024
Q1 		$150K Buy
+510
New +$131K 0.01% 352
2022
Q3 		– Sell
-1,508
Closed -$292K – 391
2022
Q2 		$292K Sell
1,508
-383
-20% -$76.6K 0.01% 315
2022
Q1 		$388K Sell
1,891
-22
-1% -$4.76K 0.01% 297
2021
Q4 		$417K Sell
1,913
-35
-2% -$7.97K 0.01% 297
2021
Q3 		$437K Buy
1,948
+890
+84% +$209K 0.02% 293
2021
Q2 		$258K Buy
+1,058
New +$271K 0.01% 386

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
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

First Foundation Advisors's CMI Position: Q3 2024 in Review

First Foundation Advisors sold out of Cummins (CMI) in Q3 2024, closing a stake of 294 shares — an estimated $81.4K sold.

First Foundation Advisors first reported a position in CMI in Q2 2021 and held it in 7 quarters. The position peaked at $437K in Q3 2021. 1,426 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • First Foundation Advisors reported no remaining Cummins position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 294 Cummins shares in Q3 2024, an estimated $81.4K.
  • First Foundation Advisors first reported a position in Cummins in Q2 2021 and held it in 7 quarters.
  • First Foundation Advisors's Cummins position peaked at $437K in Q3 2021.
  • 1,426 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.