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Investment Research & Advisory Group’s CMS Energy CMS Stock Holding History

Investment Research & Advisory Group’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
2021
Q3 		– Sell
-74
Closed -$4K – 154
2021
Q2 		$4K Buy
+74
New +$4.6K ﹤0.01% 166

Other funds holding CMS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Investment Research & Advisory Group's CMS Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of CMS Energy (CMS) in Q3 2021, closing a stake of 74 shares — an estimated $4K sold.

Investment Research & Advisory Group first reported a position in CMS in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 564 funds tracked by Wall St. Rank hold CMS as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining CMS Energy position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 74 CMS Energy shares in Q3 2021, an estimated $4K.
  • Investment Research & Advisory Group first reported a position in CMS Energy in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's CMS Energy position peaked at $4K in Q2 2021.
  • 564 funds tracked by Wall St. Rank held CMS Energy as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.