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Personal Wealth Partners’s CMS Energy CMS Stock Holding History

Personal Wealth Partners’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-53
Closed -$3K – 138
2021
Q2 		$3K Buy
+53
New +$3.3K ﹤0.01% 354
2020
Q1 		– Sell
-53
Closed -$3K – 163
2019
Q4 		$3K Hold
53
– – ﹤0.01% 309
2019
Q3 		$3K Buy
+53
New +$3.22K ﹤0.01% 312

Other funds holding CMS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Personal Wealth Partners sold out of CMS Energy (CMS) in Q3 2021, closing a stake of 53 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in CMS in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 565 funds tracked by Wall St. Rank hold CMS as of Q3 2021.

  • Personal Wealth Partners reported no remaining CMS Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 53 CMS Energy shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in CMS Energy in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's CMS Energy position peaked at $3K in Q2 2021.
  • 565 funds tracked by Wall St. Rank held CMS Energy as of Q3 2021.

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