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Insight Wealth Strategies’s Cummins CMI Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-5,119
Closed -$1.12M – 158
2021
Q4 		$1.12M Buy
5,119
+981
+24% +$224K 0.16% 94
2021
Q3 		$929K Buy
4,138
+324
+8% +$75.9K 0.13% 107
2021
Q2 		$930K Buy
+3,814
New +$975K 0.13% 104

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

Insight Wealth Strategies's CMI Position: Q1 2022 in Review

Insight Wealth Strategies sold out of Cummins (CMI) in Q1 2022, closing a stake of 5,119 shares — an estimated $1.12M sold.

Insight Wealth Strategies first reported a position in CMI in Q2 2021 and held it in 3 quarters. The position peaked at $1.12M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold CMI as of Q1 2022.

  • Insight Wealth Strategies reported no remaining Cummins position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 5,119 Cummins shares in Q1 2022, an estimated $1.12M.
  • Insight Wealth Strategies first reported a position in Cummins in Q2 2021 and held it in 3 quarters.
  • Insight Wealth Strategies's Cummins position peaked at $1.12M in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Cummins as of Q1 2022.

Based on Insight Wealth Strategies's 13F filing for Q1 2022, filed 12 Apr 2022.