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FSB Premier Wealth Management’s Cummins CMI Stock Holding History

FSB Premier Wealth Management’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
2022
Q1 		– Sell
-100
Closed -$21K – 204
2021
Q4 		$21K Buy
+100
New +$22.8K 0.01% 338

Other funds holding CMI

Vanguard Group
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FSB Premier Wealth Management's CMI Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Cummins (CMI) in Q1 2022, closing a stake of 100 shares — an estimated $21K sold.

FSB Premier Wealth Management first reported a position in CMI in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 1,226 funds tracked by Wall St. Rank hold CMI as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Cummins position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 100 Cummins shares in Q1 2022, an estimated $21K.
  • FSB Premier Wealth Management first reported a position in Cummins in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Cummins position peaked at $21K in Q4 2021.
  • 1,226 funds tracked by Wall St. Rank held Cummins as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.