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Paces Ferry Wealth Advisors’s Cummins CMI Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-248
Closed -$52K – 315
2020
Q3 		$52K Buy
+248
New +$49.4K 0.05% 225

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Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paces Ferry Wealth Advisors's CMI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Cummins (CMI) in Q4 2020, closing a stake of 248 shares — an estimated $52K sold.

Paces Ferry Wealth Advisors first reported a position in CMI in Q3 2020 and held it in 1 quarter. The position peaked at $52K in Q3 2020. 1,173 funds tracked by Wall St. Rank hold CMI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Cummins position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 248 Cummins shares in Q4 2020, an estimated $52K.
  • Paces Ferry Wealth Advisors first reported a position in Cummins in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Cummins position peaked at $52K in Q3 2020.
  • 1,173 funds tracked by Wall St. Rank held Cummins as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.