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Heritage Wealth Management (Arizona)’s Cummins CMI Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$12.1K Buy
50
+44
+733% +$10.5K ﹤0.01% 745
2022
Q3 		$1K Buy
+6
New +$1.28K ﹤0.01% 926

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CMI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Cummins (CMI) stake by 733% in Q4 2022, buying an estimated $10.5K and bringing the position to 50 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Heritage Wealth Management (Arizona) first reported a position in CMI in Q3 2022 and has held it in 2 quarters since. 1,282 funds tracked by Wall St. Rank hold CMI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 50 shares of Cummins worth $12.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 44 Cummins shares in Q4 2022, an estimated $10.5K.
  • Cummins made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #745 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Cummins in Q3 2022 and has held it in 2 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Cummins as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.