Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Cummins CMI Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-72
Closed -$16.4K – 116
2023
Q3 		$16.4K Buy
+72
New +$17.4K ﹤0.01% 291

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Morgan Stanley
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Geode Capital Management
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Fisher Asset Management
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First Eagle Investment Management
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PIF
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CMI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Cummins (CMI) in Q4 2023, closing a stake of 72 shares — an estimated $16.4K sold.

Legacy Financial Group (Iowa) first reported a position in CMI in Q3 2023 and held it in 1 quarter. The position peaked at $16.4K in Q3 2023. 1,366 funds tracked by Wall St. Rank hold CMI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Cummins position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 72 Cummins shares in Q4 2023, an estimated $16.4K.
  • Legacy Financial Group (Iowa) first reported a position in Cummins in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Cummins position peaked at $16.4K in Q3 2023.
  • 1,366 funds tracked by Wall St. Rank held Cummins as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.