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Legacy Wealth Partners (California)’s Cummins CMI Stock Holding History

Legacy Wealth Partners (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
2021
Q2 		– Sell
-873
Closed -$226K – 95
2021
Q1 		$226K Buy
+873
New +$218K 0.13% 79

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Wealth Partners (California)'s CMI Position: Q2 2021 in Review

Legacy Wealth Partners (California) sold out of Cummins (CMI) in Q2 2021, closing a stake of 873 shares — an estimated $226K sold.

Legacy Wealth Partners (California) first reported a position in CMI in Q1 2021 and held it in 1 quarter. The position peaked at $226K in Q1 2021. 1,224 funds tracked by Wall St. Rank hold CMI as of Q2 2021.

  • Legacy Wealth Partners (California) reported no remaining Cummins position as of Q2 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 873 Cummins shares in Q2 2021, an estimated $226K.
  • Legacy Wealth Partners (California) first reported a position in Cummins in Q1 2021 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Cummins position peaked at $226K in Q1 2021.
  • 1,224 funds tracked by Wall St. Rank held Cummins as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.