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Gerber Kawasaki Wealth & Investment Management’s Cummins CMI Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-90
Closed -$20K – 436
2021
Q3 		$20K Buy
+90
New +$21.1K ﹤0.01% 508

Other funds holding CMI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CMI Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Cummins (CMI) in Q4 2021, closing a stake of 90 shares — an estimated $20K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CMI in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 1,259 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 90 Cummins shares in Q4 2021, an estimated $20K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Cummins in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Cummins position peaked at $20K in Q3 2021.
  • 1,259 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.