PFA
CMI icon

Pinnacle Family Advisors’s Cummins CMI Stock Holding History

Pinnacle Family 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
2021
Q1 		– Sell
-1,024
Closed -$233K – 125
2020
Q4 		$233K Buy
+1,024
New +$230K 0.14% 111

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pinnacle Family Advisors's CMI Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of Cummins (CMI) in Q1 2021, closing a stake of 1,024 shares — an estimated $233K sold.

Pinnacle Family Advisors first reported a position in CMI in Q4 2020 and held it in 1 quarter. The position peaked at $233K in Q4 2020. 1,233 funds tracked by Wall St. Rank hold CMI as of Q1 2021.

  • Pinnacle Family Advisors reported no remaining Cummins position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 1,024 Cummins shares in Q1 2021, an estimated $233K.
  • Pinnacle Family Advisors first reported a position in Cummins in Q4 2020 and held it in 1 quarter.
  • Pinnacle Family Advisors's Cummins position peaked at $233K in Q4 2020.
  • 1,233 funds tracked by Wall St. Rank held Cummins as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.