Laurel Wealth Advisors (California)’s Cummins CMI Stock Holding History

Laurel Wealth Advisors (California)’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	-967	Closed	-$211K	–	749
2021 Q4	$211K	Sell	967 -70	-7%	-$15.9K	0.02%	746
2021 Q3	$233K	Sell	1,037 -5	-0.5%	-$1.17K	0.04%	402
2021 Q2	$254K	Sell	1,042 -37	-3%	-$9.46K	0.03%	439
2021 Q1	$280K	Sell	1,079 -47	-4%	-$11.7K	0.04%	371
2020 Q4	$256K	Hold	1,126	–	–	0.04%	373
2020 Q3	$238K	Buy	+1,126	New	+$224K	0.04%	350
2020 Q1	–	Sell	-1,294	Closed	-$232K	–	366
2019 Q4	$232K	Sell	1,294 -16	-1%	-$2.82K	0.04%	413
2019 Q3	$213K	Hold	1,310	–	–	0.04%	423
2019 Q2	$224K	Buy	1,310 +3	+0.2%	+$491	0.05%	363
2019 Q1	$206K	Buy	+1,307	New	+$196K	0.05%	362

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s CMI Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Cummins (CMI) in Q1 2022, closing a stake of 967 shares — an estimated $211K sold.

Laurel Wealth Advisors (California) first reported a position in CMI in Q1 2019 and held it in 10 quarters. The position peaked at $280K in Q1 2021. 1,226 funds tracked by Wall St. Rank hold CMI as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining Cummins position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 967 Cummins shares in Q1 2022, an estimated $211K.
Laurel Wealth Advisors (California) first reported a position in Cummins in Q1 2019 and held it in 10 quarters.
Laurel Wealth Advisors (California)'s Cummins position peaked at $280K in Q1 2021.
1,226 funds tracked by Wall St. Rank held Cummins as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.