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Jaffetilchin Investment Partners’s CMS Energy CMS Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-1,038
Closed -$73.3K – 533
2024
Q3 		$73.3K Buy
+1,038
New +$68.1K 0.01% 510

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Geode Capital Management
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Jaffetilchin Investment Partners's CMS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 1,038 shares — an estimated $73.3K sold.

Jaffetilchin Investment Partners first reported a position in CMS in Q3 2024 and held it in 1 quarter. The position peaked at $73.3K in Q3 2024. 714 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,038 CMS Energy shares in Q4 2024, an estimated $73.3K.
  • Jaffetilchin Investment Partners first reported a position in CMS Energy in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's CMS Energy position peaked at $73.3K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.