IAG Wealth Partners’s Cummins CMI Stock Holding History

IAG Wealth Partners’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	–	Sell	-5	Closed	-$1K	–	449
2022 Q3	$1K	Buy	+5	New	+$1.06K	﹤0.01%	404
2022 Q2	–	Sell	-3	Closed	-$1K	–	441
2022 Q1	$1K	Buy	+3	New	+$649	﹤0.01%	413

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IAG Wealth Partners's CMI Position: Q4 2022 in Review

IAG Wealth Partners sold out of Cummins (CMI) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in CMI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 1,282 funds tracked by Wall St. Rank hold CMI as of Q4 2022.

IAG Wealth Partners reported no remaining Cummins position as of Q4 2022 after selling out during the quarter.
IAG Wealth Partners sold 5 Cummins shares in Q4 2022, an estimated $1K.
IAG Wealth Partners first reported a position in Cummins in Q1 2022 and held it in 2 quarters.
IAG Wealth Partners's Cummins position peaked at $1K in Q3 2022.
1,282 funds tracked by Wall St. Rank held Cummins as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.