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Personal Wealth Partners’s Cummins CMI Stock Holding History

Personal 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
Q3 		– Sell
-532
Closed -$130K – 137
2021
Q2 		$130K Buy
+532
New +$136K 0.05% 103
2020
Q1 		– Sell
-537
Closed -$96K – 162
2019
Q4 		$96K Hold
537
– – 0.04% 103
2019
Q3 		$87K Buy
537
+5
+0.9% +$800 0.04% 107
2019
Q2 		$91K Buy
+532
New +$87.1K 0.04% 92

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
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
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

Personal Wealth Partners's CMI Position: Q3 2021 in Review

Personal Wealth Partners sold out of Cummins (CMI) in Q3 2021, closing a stake of 532 shares — an estimated $130K sold.

Personal Wealth Partners first reported a position in CMI in Q2 2019 and held it in 4 quarters. The position peaked at $130K in Q2 2021. 1,175 funds tracked by Wall St. Rank hold CMI as of Q3 2021.

  • Personal Wealth Partners reported no remaining Cummins position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 532 Cummins shares in Q3 2021, an estimated $130K.
  • Personal Wealth Partners first reported a position in Cummins in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Cummins position peaked at $130K in Q2 2021.
  • 1,175 funds tracked by Wall St. Rank held Cummins as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.