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Liberty Wealth Management’s Cummins CMI Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-36
Closed -$8K – 333
2021
Q3 		$8K Sell
36
-3
-8% -$703 ﹤0.01% 861
2021
Q2 		$9K Sell
39
-3
-7% -$767 ﹤0.01% 670
2021
Q1 		$9K Hold
42
– – ﹤0.01% 611
2020
Q4 		$9K Sell
42
-5
-11% -$1.12K ﹤0.01% 606
2020
Q3 		$10K Sell
47
-22
-32% -$4.38K 0.01% 512
2020
Q2 		$10K Buy
69
+41
+146% +$6.55K 0.01% 487
2020
Q1 		$4K Hold
28
– – ﹤0.01% 605
2019
Q4 		$5K Hold
28
– – ﹤0.01% 657
2019
Q3 		$5K Buy
28
+6
+27% +$960 ﹤0.01% 624
2019
Q2 		$4K Hold
22
– – ﹤0.01% 688
2019
Q1 		$3K Sell
22
-27
-55% -$4.05K ﹤0.01% 583
2018
Q4 		$6K Buy
+49
New +$6.92K ﹤0.01% 504

Other funds holding CMI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Liberty Wealth Management's CMI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Cummins (CMI) in Q4 2021, closing a stake of 36 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in CMI in Q4 2018 and held it in 12 quarters. The position peaked at $10K in Q3 2020. 1,258 funds tracked by Wall St. Rank hold CMI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Cummins position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 36 Cummins shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in Cummins in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Cummins position peaked at $10K in Q3 2020.
  • 1,258 funds tracked by Wall St. Rank held Cummins as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.