First Personal Financial Services’s Cummins CMI Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-40	Closed	-$10K	–	314
2021 Q2	$10K	Buy	+40	New	+$10.2K	﹤0.01%	290
2020 Q1	–	Sell	-8	Closed	-$1K	–	342
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	409
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	455
2019 Q2	$1K	Buy	+8	New	+$1.31K	﹤0.01%	699
2018 Q4	–	Sell	-16	Closed	-$2K	–	658
2018 Q3	$2K	Buy	+16	New	+$2.25K	﹤0.01%	651
2018 Q2	–	Sell	-52	Closed	-$8K	–	711
2018 Q1	$8K	Hold	52	–	–	﹤0.01%	834
2017 Q4	$9K	Hold	52	–	–	﹤0.01%	798
2017 Q3	$9K	Hold	52	–	–	﹤0.01%	721
2017 Q2	$8K	Hold	52	–	–	﹤0.01%	739
2017 Q1	$8K	Hold	52	–	–	﹤0.01%	745
2016 Q4	$7K	Hold	52	–	–	﹤0.01%	776
2016 Q3	$7K	Hold	52	–	–	﹤0.01%	650
2016 Q2	$6K	Buy	+52	New	+$5.89K	﹤0.01%	655
2015 Q4	–	Sell	-20	Closed	-$3K	–	412
2015 Q3	$3K	Buy	+20	New	+$2.47K	﹤0.01%	355

Other funds holding CMI

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

First Personal Financial Services's CMI Position: Q3 2021 in Review

First Personal Financial Services sold out of Cummins (CMI) in Q3 2021, closing a stake of 40 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in CMI in Q3 2015 and held it in 14 quarters. The position peaked at $10K in Q2 2021. 1,175 funds tracked by Wall St. Rank hold CMI as of Q3 2021.

First Personal Financial Services reported no remaining Cummins position as of Q3 2021 after selling out during the quarter.
First Personal Financial Services sold 40 Cummins shares in Q3 2021, an estimated $10K.
First Personal Financial Services first reported a position in Cummins in Q3 2015 and held it in 14 quarters.
First Personal Financial Services's Cummins position peaked at $10K in Q2 2021.
1,175 funds tracked by Wall St. Rank held Cummins as of Q3 2021.

Based on First Personal Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.