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Garrett Wealth Advisory Group’s Cummins CMI Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-13
Closed -$2.12K – 163
2019
Q3 		$2.12K Buy
+13
New +$2.08K ﹤0.01% 536

Other funds holding CMI

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Garrett Wealth Advisory Group's CMI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Cummins (CMI) in Q4 2019, closing a stake of 13 shares — an estimated $2.12K sold.

Garrett Wealth Advisory Group first reported a position in CMI in Q3 2019 and held it in 1 quarter. The position peaked at $2.12K in Q3 2019. 1,092 funds tracked by Wall St. Rank hold CMI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Cummins position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 13 Cummins shares in Q4 2019, an estimated $2.12K.
  • Garrett Wealth Advisory Group first reported a position in Cummins in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Cummins position peaked at $2.12K in Q3 2019.
  • 1,092 funds tracked by Wall St. Rank held Cummins as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.