Global Wealth Management Investment Advisory’s CMS Energy CMS Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-177	Closed	-$10.3K	–	199
2023 Q4	$10.3K	Hold	177	–	–	﹤0.01%	289
2023 Q3	$9.4K	Hold	177	–	–	﹤0.01%	294
2023 Q2	$10.4K	Buy	+177	New	+$10.7K	﹤0.01%	290
2022 Q3	–	Sell	-177	Closed	-$12K	–	207
2022 Q2	$12K	Hold	177	–	–	﹤0.01%	270
2022 Q1	$12K	Hold	177	–	–	﹤0.01%	301
2021 Q4	$12K	Hold	177	–	–	﹤0.01%	294
2021 Q3	$11K	Hold	177	–	–	﹤0.01%	305
2021 Q2	$10K	Hold	177	–	–	﹤0.01%	294
2021 Q1	$11K	Hold	177	–	–	﹤0.01%	302
2020 Q4	$11K	Hold	177	–	–	﹤0.01%	270
2020 Q3	$11K	Hold	177	–	–	﹤0.01%	267
2020 Q2	$10K	Hold	177	–	–	﹤0.01%	349
2020 Q1	$10K	Hold	177	–	–	0.01%	332
2019 Q4	$11K	Hold	177	–	–	﹤0.01%	342
2019 Q3	$11K	Hold	177	–	–	0.01%	310
2019 Q2	$10K	Hold	177	–	–	﹤0.01%	363
2019 Q1	$10K	Hold	177	–	–	0.01%	381
2018 Q4	$9K	Buy	+177	New	+$8.94K	0.01%	398

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Wealth Management Investment Advisory's CMS Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 177 shares — an estimated $10.3K sold.

Global Wealth Management Investment Advisory first reported a position in CMS in Q4 2018 and held it in 18 quarters. The position peaked at $12K in Q2 2022. 664 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 177 CMS Energy shares in Q1 2024, an estimated $10.3K.
Global Wealth Management Investment Advisory first reported a position in CMS Energy in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's CMS Energy position peaked at $12K in Q2 2022.
664 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.