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Professional Financial Advisors’s Cummins CMI Stock Holding History

Professional Financial 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
Q3 		– Sell
-7
Closed -$2K – 408
2021
Q2 		$2K Hold
7
– – ﹤0.01% 367
2021
Q1 		$2K Hold
7
– – ﹤0.01% 324
2020
Q4 		$2K Hold
7
– – ﹤0.01% 322
2020
Q3 		$2K Buy
+7
New +$1.4K ﹤0.01% 311

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

Professional Financial Advisors's CMI Position: Q3 2021 in Review

Professional Financial Advisors sold out of Cummins (CMI) in Q3 2021, closing a stake of 7 shares — an estimated $2K sold.

Professional Financial Advisors first reported a position in CMI in Q3 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 1,176 funds tracked by Wall St. Rank hold CMI as of Q3 2021.

  • Professional Financial Advisors reported no remaining Cummins position as of Q3 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 7 Cummins shares in Q3 2021, an estimated $2K.
  • Professional Financial Advisors first reported a position in Cummins in Q3 2020 and held it in 4 quarters.
  • Professional Financial Advisors's Cummins position peaked at $2K in Q2 2021.
  • 1,176 funds tracked by Wall St. Rank held Cummins as of Q3 2021.

Based on Professional Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.