FFA
CMS icon

Freedman Financial Associates’s CMS Energy CMS Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-122
Closed -$9K – 72
2022
Q1 		$9K Hold
122
– – 0.01% 365
2021
Q4 		$8K Hold
122
– – 0.01% 353
2021
Q3 		$7K Hold
122
– – 0.01% 372
2021
Q2 		$7K Hold
122
– – 0.01% 373
2021
Q1 		$7K Hold
122
– – 0.01% 372
2020
Q4 		$7K Buy
+122
New +$7.63K 0.01% 368

Other funds holding CMS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Freedman Financial Associates's CMS Position: Q2 2022 in Review

Freedman Financial Associates sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 122 shares — an estimated $9K sold.

Freedman Financial Associates first reported a position in CMS in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

  • Freedman Financial Associates reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 122 CMS Energy shares in Q2 2022, an estimated $9K.
  • Freedman Financial Associates first reported a position in CMS Energy in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's CMS Energy position peaked at $9K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.