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Frazier Financial Advisors’s CMS Energy CMS Stock Holding History

Frazier Financial Advisors’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
2024
Q3 		– Sell
-3
Closed -$179 – 894
2024
Q2 		$179 Hold
3
– – ﹤0.01% 922
2024
Q1 		$182 Sell
3
-63
-95% -$3.65K ﹤0.01% 868
2023
Q4 		$3.83K Buy
+66
New +$3.69K ﹤0.01% 555

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Frazier Financial Advisors's CMS Position: Q3 2024 in Review

Frazier Financial Advisors sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 3 shares — an estimated $179 sold.

Frazier Financial Advisors first reported a position in CMS in Q4 2023 and held it in 3 quarters. The position peaked at $3.83K in Q4 2023. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Frazier Financial Advisors reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 3 CMS Energy shares in Q3 2024, an estimated $179.
  • Frazier Financial Advisors first reported a position in CMS Energy in Q4 2023 and held it in 3 quarters.
  • Frazier Financial Advisors's CMS Energy position peaked at $3.83K in Q4 2023.
  • 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Frazier Financial Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.