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Impact Partnership Wealth’s Cummins CMI Stock Holding History

Impact Partnership Wealth’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
2024
Q3 		– Sell
-1,799
Closed -$498K – 248
2024
Q2 		$498K Buy
1,799
+1,769
+5,897% +$506K 0.13% 106
2024
Q1 		$8.84K Hold
30
– – ﹤0.01% 459
2023
Q4 		$7.19K Hold
30
– – ﹤0.01% 539
2023
Q3 		$6.85K Buy
30
+22
+275% +$5.31K ﹤0.01% 651
2023
Q2 		$1.96K Buy
+8
New +$1.81K ﹤0.01% 675

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Impact Partnership Wealth's CMI Position: Q3 2024 in Review

Impact Partnership Wealth sold out of Cummins (CMI) in Q3 2024, closing a stake of 1,799 shares — an estimated $498K sold.

Impact Partnership Wealth first reported a position in CMI in Q2 2023 and held it in 5 quarters. The position peaked at $498K in Q2 2024. 1,426 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • Impact Partnership Wealth reported no remaining Cummins position as of Q3 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,799 Cummins shares in Q3 2024, an estimated $498K.
  • Impact Partnership Wealth first reported a position in Cummins in Q2 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Cummins position peaked at $498K in Q2 2024.
  • 1,426 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on Impact Partnership Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.