Fortem Financial Group’s CMS Energy CMS Stock Holding History

Fortem Financial Group’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
2021 Q1	–	Sell	-44	Closed	-$3K	–	216
2020 Q4	$3K	Buy	+44	New	+$2.75K	﹤0.01%	426

Other funds holding CMS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fortem Financial Group's CMS Position: Q1 2021 in Review

Fortem Financial Group sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 44 shares — an estimated $3K sold.

Fortem Financial Group first reported a position in CMS in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 565 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

Fortem Financial Group reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 44 CMS Energy shares in Q1 2021, an estimated $3K.
Fortem Financial Group first reported a position in CMS Energy in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's CMS Energy position peaked at $3K in Q4 2020.
565 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.