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Personal Capital Advisors’s Cummins CMI Stock Holding History

Personal Capital 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
2022
Q4 		$290K Buy
1,197
+30
+3% +$7.14K ﹤0.01% 390
2022
Q3 		$237K Hold
1,167
– – ﹤0.01% 407
2022
Q2 		$226K Buy
+1,167
New +$233K ﹤0.01% 409

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Capital Advisors's CMI Position: Q4 2022 in Review

Personal Capital Advisors increased its Cummins (CMI) stake by 2.6% in Q4 2022, buying an estimated $7.14K and bringing the position to 1,197 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Personal Capital Advisors first reported a position in CMI in Q2 2022 and has held it in 3 quarters since. 1,283 funds tracked by Wall St. Rank hold CMI as of Q4 2022.

  • Personal Capital Advisors held 1,197 shares of Cummins worth $290K as of Q4 2022.
  • Personal Capital Advisors bought 30 Cummins shares in Q4 2022, an estimated $7.14K.
  • Cummins made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #390 holding.
  • Personal Capital Advisors first reported a position in Cummins in Q2 2022 and has held it in 3 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Cummins as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.