Psagot Value Holdings’s CMS Energy CMS Stock Holding History

Psagot Value Holdings’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
2024 Q1	–	Sell	-2	Closed	–	–	224
2023 Q4	$0	Sell	2 -1	-33%	-$56	﹤0.01%	538
2023 Q3	$0	Hold	3	–	–	﹤0.01%	524
2023 Q2	$0	Sell	3 -6	-67%	-$362	﹤0.01%	554
2023 Q1	$1K	Buy	+9	New	+$553	﹤0.01%	456

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Psagot Value Holdings's CMS Position: Q1 2024 in Review

Psagot Value Holdings sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 2 shares.

Psagot Value Holdings first reported a position in CMS in Q1 2023 and held it in 4 quarters. The position peaked at $1K in Q1 2023. 663 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

Psagot Value Holdings reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 2 CMS Energy shares in Q1 2024.
Psagot Value Holdings first reported a position in CMS Energy in Q1 2023 and held it in 4 quarters.
Psagot Value Holdings's CMS Energy position peaked at $1K in Q1 2023.
663 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.