Meridian Wealth Partners’s Cummins CMI Stock Holding History

Meridian Wealth Partners’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	-38	Closed	-$10K	–	325
2021 Q1	$10K	Buy	+38	New	+$9.49K	﹤0.01%	443

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Meridian Wealth Partners's CMI Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Cummins (CMI) in Q2 2021, closing a stake of 38 shares — an estimated $10K sold.

Meridian Wealth Partners first reported a position in CMI in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 1,225 funds tracked by Wall St. Rank hold CMI as of Q2 2021.

Meridian Wealth Partners reported no remaining Cummins position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 38 Cummins shares in Q2 2021, an estimated $10K.
Meridian Wealth Partners first reported a position in Cummins in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Cummins position peaked at $10K in Q1 2021.
1,225 funds tracked by Wall St. Rank held Cummins as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.