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Focused Wealth Management’s CMS Energy CMS Stock Holding History

Focused 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
2023
Q2 		– Sell
-863
Closed -$53K – 1079
2023
Q1 		$53K Buy
+863
New +$53K 0.01% 300
2017
Q2 		– Sell
-6,400
Closed -$286K – 705
2017
Q1 		$286K Hold
6,400
– – 0.11% 108
2016
Q4 		$266K Hold
6,400
– – 0.11% 111
2016
Q3 		$269K Hold
6,400
– – 0.12% 106
2016
Q2 		$294K Buy
+6,400
New +$269K 0.14% 94

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focused Wealth Management's CMS Position: Q2 2023 in Review

Focused Wealth Management sold out of CMS Energy (CMS) in Q2 2023, closing a stake of 863 shares — an estimated $53K sold.

Focused Wealth Management first reported a position in CMS in Q2 2016 and held it in 5 quarters. The position peaked at $294K in Q2 2016. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2023.

  • Focused Wealth Management reported no remaining CMS Energy position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 863 CMS Energy shares in Q2 2023, an estimated $53K.
  • Focused Wealth Management first reported a position in CMS Energy in Q2 2016 and held it in 5 quarters.
  • Focused Wealth Management's CMS Energy position peaked at $294K in Q2 2016.
  • 627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.